Designations and Licenses

Jason is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Wealth Strategist®.

Experience and Education

Jason provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Jason was a senior wealth advisor with CLA (CliftonLarsonAllen). Before that, he served as vice president, senior financial consultant at Charles Schwab.

Jason holds a bachelor’s degree in English and history from St. Olaf College.

Personal Interests

Away from the office, Jason enjoys music, travel, golf, water sports and hiking.