Experience and Education

Jason focuses on new business development. He works with individuals and families to understand their specific needs and priorities then introduces them to a wealth planning team that can help them achieve their long-term financial objectives.

Prior to joining Mariner, Jason was a relationship manager and a financial consultant at E*TRADE from Morgan Stanley, working with high-net-worth clients. Before that, he was an associate financial consultant at Charles Schwab.

Jason holds a BSBA from the University of Colorado and an MBA from Pepperdine University.

Personal Interests

Away from the office, Jason loves beach vacations, seeing the mountains and visiting theme parks with his wife and four children. He enjoys supporting his children’s sports activities, hiking and watching the Colorado Buffaloes. He is also a leader at his church’s youth group program.