Jason began his career in investment management and marketing in the early 1990's. An enthusiastic and driven professional, Jason's passion resides in creating lifelong relationships with his clients.
Recent positions in the industry that Jason has held include premier and private banker for Bank of America and Wells Fargo. During the economic downfall, Jason decided that to truly deliver sound financial services, he needed to create a platform that extends beyond specific industry silos. He believes in order to stave off any significant downturns, there must be an understanding of the client's overall portfolio mix, along with the driving points for a clients’ wants. Thus, he created Lifelong Wealth Management Group.
In his spare time, he enjoys rough housing with his boys. Going on romantic dates with his wife, golfing, and fishing with his clients.
Jason chairs the NW Spine Foundation. He is also an officer of the Portland Business Network.
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(CA license number: 0G80574)