Meet the professionals who can help you pursue your goals

With his knowledge of federal benefits programs, a servant’s heart and a detailed approach, Jason educates and informs families and has helped thousands make the most of their benefits — both while working and during retirement. Jason’s mission is to empower clients financially by equipping them with facts, options, guidance and tailored strategies.

“We not only help you create a plan, but we also turn your plan into action,” he says.

Jason has served teachers and federal employees during his career, working exclusively with federal employees since 2008, but he is committed to helping anyone who needs financial assistance. Whether an individual is just beginning their professional career, nearing retirement or already retired, Jason is ready to provide direction.

“We are going to help them, whether it be with information or services — whatever it is that they need,” Jason says. “If we receive a phone call, I want them to know that we’re going to support them in any way we possibly can.”

Jason obtained the designation of Chartered Federal Employee Benefits Consultant in 2010 and now is licensed in 31 states.

Jason is a true Texan. Born and raised in north Texas, he headed west for his college education at Texas Tech, lived in The Woodlands for nearly two decades and now resides in the Hill Country. He and his wife, Michelle, have two teenage daughters, Addison and Ashley. During his time away from the office, Jason enjoys helping with his girls’ activities and spending time with family and friends. His family also likes to travel and stay actively involved in the community.