Inspired by a strong desire to build deep relationships with people rather than generate financial transactions, Jason left a position in commission-based financial services and joined AIS Planning in 2001. He completed his Certified Financial Planner, CFP® requirements in 2003, and in 2016, Jason and Cathy took the initiative to acquire full ownership of AIS Planning. Their desire to create a wholly independent financial planning and wealth management firm was driven by their strong belief in conflict free advice and service in the best interest of clients.
Jason is relentless in his quest to provide the best possible experience and results for our clients. He is our visionary, and most new AIS Planning initiatives are fueled by his innate ability to envision what could be. He also has an uncanny knack for coming up with unique analogies to simplify complex subjects.
Jason is married to Ann, a true “free spirit” and the life of any party. Together, they have raised three children (Ally, Cameron, Ryan) and enjoy spending time at their cabin or on adventures with neighbors and friends.