Jason is the big picture guy both for our clients and our firm. Always the king of using analogies to explain a situation, Jason likes to think of himself as the clients’ personal financial quarterback. He jokes that he has done it all: had the corporate job, been his own boss, hired people, swept warehouses, raised funds – been there. “I focus on people and helping them.”
In an industry built around bragging and ‘looking the part,’ Jason is a breath of fresh air: “It’s not in my nature to boast. I want to be the guy behind the guy.” He would prefer it if nobody besides him knew of it, saying, “My success comes from our clients’ success.”
When he’s not pulling strings behind the scenes, he can probably be found giving golf lessons to his two young boys in his front yard or rehabbing his 100 year-old-house with his wife.
Jason earned his Bachelor’s in Business Administration in Marketing and Management from the University of Portland. He serves on the Board of Regents and is Chair of the National Alumni Board at the University of Portland, is a member of the Board of Director’s for Young Entrepreneurs Business Week as well as the Choral Arts Ensemble of Portland. Originally from Lake Oswego, Oregon, he now lives in NE Portland with his wife, Kerri, and their two boys, Christopher and Aiden.