Jason specializes in coordinating and consulting with businesses, their owners, individuals and families in building, and maintaining and transitioning wealth within the family unit. As a CPA, CGMA he has the ability to guide critical business decisions and drive strong business performance using skills that encompass a mix of taxation, operations, management and strategy.

Jason grew up in Golden, Colorado and enjoyed sports and the outdoors, which stuck with him throughout life! He graduated from Colorado State University with a Bachelor of Science with a Major in Business Administration and a Minor in Media Studies—the perfect combo at WCG! Out of roughly 600 business school graduates in his class, he was one of about 16 who went into Accounting. It made finding a job a lot easier!

When he’s not handling his duties at WCG, you can find Jason fishing, camping, hunting, backpacking, dirt biking, or camping with his wife Beth and two kids, Claire and Cooper! Can you say perfect Colorado family?!

 

Areas of Expertise

• Business Taxation/Consulting and Strategic Planning
• Individual Taxation/Consulting and Strategic Planning
• Family Unity Planning
• Wealth Transition/Building