As a CERTIFIED FINANCIAL PLANNER™ professional, Jason has met the Certified Financial Planner Board of Standards’ rigorous initial and ongoing education, examination, experience, and ethics requirements. In practice, he must adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when working with clients.
As an Enrolled Agent, Jason has demonstrated a special competence in tax matters and has been granted unrestricted rights to represent taxpayers before the Internal Revenue Service. To maintain these rights he must adhere to specific ethical standards and stay current with tax law and regulations by completing a required amount of continuing education annually.
Jason graduated from Colorado State University with a Bachelor of Science in Business Administration, concentration in Finance, and a certificate in International Business. While attending CSU Jason was a member of the 2000 and 2002 Mountain West Conference champion football team.
In 2005, Jason met his wife Casey in Fort Collins. Casey and Jason were married in 2009 and share their home with their daughter, Shiloh, their twins, Hunter and Quentin, and their dog, Arthur Vandelay. Jason’s interests include technology, cooking, travel, and sports.