Meet Jason
As our team’s President, Partner and CERTIFIED FINANCIAL PLANNER™ professional, Jason takes great pride in the impact that our team makes in the lives of our clients. Through tailored financial plans and wealth management strategies, Jason and our team help clients pursue life goals through good financial decisions.
An enthusiastic learner, Jason has a degree in mechanical engineering along with a master’s in business administration (MBA). He holds several designations including Certified Investment Management Analyst®, Chartered Financial Consultant® (ChFC®) and the Accredited Investment Fiduciary® (AIF®). He also holds a number of registrations including the SIE and Series 7, 63, and 24.
His community involvement includes board positions (past and present) with Junior Achievement, Alzheimer Services of the Capital Area, Financial Planning Association and Country Club of Louisiana.
Jason and his wife, Susan, have been married since 1994. Together, they have two sons, Trevor and Bryant. Jason enjoys spending time with his family, fishing, golfing, running, learning new things and all outdoor activities.
Qualifications
- 26 years financial industry experience
- 26 years with Carson Wealth
- BS in Mechanical Engineering from the University of Alabama
- MBA from Colorado State
- CFP®
- CLU®
- ChFC®
- CIMA®
- AIF®
Business Consulting 