Jason is a Partner and Senior Advisor. Before joining WorkOptional nearly 20 years ago, he was with A.G. Edwards and worked in institutional securities where he provided his clients with a spectrum of services ranging from research to securities distribution. After that, he spent time at Smith Barney working alongside clients to develop investment strategies tailored to fit their individual needs.

Jason’s expertise and dedication earned him recognition in the Minneapolis/St. Paul and Twin Cities Business magazines as a Twin Cities “Five Star Wealth Manager” each year from 2015 to 2023.

Jason has a Masters of Business Administration and a degree in Finance from the University of Wisconsin La Crosse. Beyond his professional endeavors, he actively contributes to his community as a member of the Saint Michael Catholic Finance Committee.

A resident of St. Michael, MN, Jason cherishes family life with his wife and three children, finding a balance between his professional achievements and personal commitments.

Check the background of this investment professional on FINRA’s BrokerCheck.