Jason spent 14 years working on an ambulance as an EMT before starting in the financial industry in 2004. Since the beginning he has been providing financial advice for individuals, families, and small business owners and helping them with their investment and insurance needs. Jason’s focus is on helping families with their wealth planning and retirement planning.
Prior to joining Next Level Advisors, Jason was a co-founder and President of South Placer Wealth Management Group in Rocklin. Jason was also an advisor with Merrill Lynch and Edward Jones.
Jason is a proud graduate of California State University, Sacramento where he obtained his Bachelor’s degree in Business Management as well as his MBA in Finance.
When not at the office, Jason enjoys playing golf and flying multiple different remote controlled planes and helicopters. Jason also stays active with his family and church. Jason loves spending time with his girls at their various sporting functions throughout the year. He resides in Roseville with his wife Amber and their two girls, Olivia and Hannah.
- Series 7, 63, and 66
- CA Insurance Agent 0E90017
- Former President of Dixon Rotary club
- Past Master Yolo Masonic Lodge #195