Jason began his financial services career in 2002. He has held Series 7, 63, 65 and 24 licenses, as well as Life and Health. Jason has worked in a financial advisor role with firms such as Edward Jones, Citigroup, Fidelity Investments and of course B.O.S.S. Retirement Solutions. Jason earned his CFP^® designation in 2007, and has helped thousands of families with retirement, estate, insurance and tax planning strategies.

Jason is also an entrepreneur, who has founded, licensed and sold several companies over the years. His favorite endeavor is StarLights, Inc., a corporation that manufactures and distributes LED lighting throughout the world. He graduated from UC Santa Barbara in 1996, earning a degree in Political Science, with an emphasis on International Political Economy.

Jason lives in the foothills of Boise, Idaho with his wife Jamie, and their two daughters, Marin and Capri. When he’s not solving financial puzzles, you can find him golfing, hiking, biking, camping, or at the gym.