Changing lives, bringing hope back, and showing people they can dream again.
Reserve Your Free SpotAfter more than 25 years in financial services — including a stint at Merrill Lynch where I quickly realized that the traditional accumulation-focused model wasn't built for the people I wanted to serve — I chose a different path.
"Retirement isn't about hitting a magic number. It's about turning the assets you've worked your whole life to build into a guaranteed paycheck for life."
As a Certified Financial Fiduciary, I am legally obligated to act in my clients' best interests at all times. That means no conflicts of interest, no commission-driven advice — just a plan built entirely around your life, your goals, and your retirement.
My focus is on the people in the "Retirement Red Zone" — the critical five years before and after retirement, when the decisions you make can either protect everything you've built or put it all at risk. In this window, getting it right isn't just important — it's everything.
Over the years, I've published nearly 100 financial education videos, trained hundreds of financial professionals, conducted educational workshops across the country, and helped thousands of people through our content and programs. But what drives me every day is seeing families finally feel confident that they will not outlive their money.
I live in Riverton, Utah with my wife Stacey. Together we've raised 6 children and have 5 grandchildren. When we're not working, you'll find us traveling the world or out on the trails Jeep rock-crawling.
Comprehensive retirement income planning — from guaranteed income to tax strategy to long-term care.
Jason and his wife Stacey live in Riverton, Utah, where they raised their 6 children — and now enjoy spending time with their 5 grandchildren. When they're not helping families plan for the retirement of their dreams, Jason and Stacey love exploring the world through travel and tackling rugged trails in their Jeep.
Jason's personal passion and mission can be summed up in one sentence:
"Changing lives, bringing hope back, and showing people they can dream again."