Jason oversees a team of professionals dedicated to providing high net worth individuals, families and organizations with a full range of wealth services as part of an overall personal wealth management strategy. He joined BMO in 2010 and has over 16 years of experience in financial services.
Jason earned his BS in Finance, cum laude, from the W.P. Carey School of Business at Arizona State University and his MBA with an emphasis in Finance from the Marriott School of Business at Brigham Young University.
Jason is a member of the BYU Management Society, the Central Arizona Estate Planning Council and served as a past President and Chairman of the Financial Planning Association of Greater Phoenix.
Jason has contributed thought leadership to a variety of publications and has been widely recognized for his accomplishments, having been named 40 under 40 by the Phoenix Business Journal, Generation Next: Forty under Forty by AZ Business Magazine, and 40 under 40 by InvestmentNews.