Meet Your Team
About
Jason is an Investment Advisor and the Dallas Office Lead for Capital Investment Advisors (CIA) in the Phoenix, AZ area. In this role, he works closely with his clients to provide customized investment portfolios and thoughtful financial planning. Jason has worked in the investment business for 20+ years. Prior to joining CIA, he worked for NB|AZ Wealth Advisors, Griffin Capital, Cole Capital, USAA, and Merrill Lynch.
Jason graduated from The University of Arizona with a Bachelor of Science in Business Management. In addition, he has earned the Chartered Retirement Planning Counselor (CRPC®) designation from The College For Financial Planning and the Certified Wealth Strategist (CWS®) designation from The Cannon Financial Institute. Jason and his wife, Dana, enjoy golf, travel, and watching sports.
Your Team
Every family at Capital Investment Advisors is supported by a dedicated team.
Start with a no-pressure conversation about your goals, your questions, and what a plan built around your family could look like.
Capital Investment Advisors, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply any level of skill or training. For more information, including our Form ADV, please visit https://adviserinfo.sec.gov/firm/summary/158055.
A clear, no-pressure guide to deciding whether converting pre-tax retirement savings to a Roth may fit your situation.
