Jason has been a fee-based financial advisor and fiduciary portfolio manager since 2011. He brings unique skills and perspectives to financial analysis derived from his work as a high-tech engineer. The appeal of working closely with people prompted Jason to become a financial advisor where his efforts are validated by his clients’ financial well-being and the lasting relationships he builds with them.

Key tenets of his practice include meticulous attention to detail and a principled approach to investing. Whether they are individuals or businesses, his approach to his clients is holistic and addresses all areas of financial planning including fiduciary portfolio management, retirement planning, insurance needs, and through a network of professional Certified Public Accountants and attorneys, tax and estate planning.*

Jason holds a bachelor’s degree from Montana State University and a master’s from Purdue University, both in mechanical engineering and is a licensed Professional Engineer. He regularly teaches courses on investing for Montana State University and the Bozeman Public Schools.

An entrepreneur at heart, Jason established a successful business teaching Taekwon-Do at age 15 and, naturally adventurous, got his pilot’s license at 17. If he could be invisible for 24 hours he’d probably go inside Fort Knox to see if there really is gold there.

Happily married for over 20 years, he has two active teenage sons. He and his family enjoy all that Montana has to offer, from mountain biking, climbing, trail running and backpacking to hunting, fishing, skiing, and snowshoeing—if only the days had 36 hours.

*Securities America, Inc., Securities America Advisors, and Bozeman Financial Advisors receive no additional compensation, direct or indirect, for referrals given to CPAs or other outside professionals. This service is provided as a courtesy only.