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.
