Jason grew up in Indiana and graduated college from Indiana University. He moved to Texas in 1995 for a promotion to become a retirement plan wholesaler for Southeast Texas and Southern Louisiana. He wholesaled retirement plans for two retirement plan companies before he became an advisor. He has 24 years of experience with a wide variety of retirement plans and investments. He has implemented, done plan design work, picked investment menus, and performed employee educational meetings for over 1,200 different companies in his career.Jason has two designations related to retirement plans and investments. They are the: QKA (QUALIFIED 401K ADMINISTRATOR) and AIF (ACCREDITTED INVESTMENT FIDUCIARY). Jason is registered to conduct business in Texas, Louisiana, and maintains the Series 6 (Investment Company and Variable Contracts Products Representative), 63 (Uniform Securities Agent), 65 (Uniform Investment Adviser Representative), and Group 1 Life and Health license.Jason is a member of ASPPA, which is the American Society of Pension Professionals & Actuaries. He has also co-authored two retirement plan related articles that were published in the Texas CPA Today magazine.