As a Financial Advisor for Heritage Family Offices, Jason specializes in helping his clients achieve all their financial goals using his unique four-step process. His areas of expertise include everything from wealth management, retirement and pre-retirement planning, tax mitigation, benefits planning as well as risk mitigation. Jason’s strengths lie in exit planning for business owners, charitable gift planning, tax planning, investment portfolio management, Trust and Estate planning, as well as whole financial team coordination. Jason spent 6 years working for USAA as a Senior Wealth Management Advisor, where he helped his clients reach their financial and life-long goals.
Jason lives in San Antonio, Texas with his wife and in his free time, enjoys trying new restaurants and rescuing Dobermans from the local shelters. Jason also spends several hours a week mentoring young professionals who have a desire to enter the financial field and assists them in achieving their goals.