Jason started in the financial industry with Waddell & Reed in late 2009. Prior to being a financial advisor, Jason was a television news sportscaster in the Duluth area until, after almost 7 years, he was let go in 2007. Being from the Iron Range of MN originally, he didn’t want to chase the television dream across the country, so he chose to stay in the area. After losing his dream job, and almost losing everything else because of it, his attention turned to adjusting his financial ways. This eye opening experience, though quite difficult, created a new passion for Jason, and lead him in search of a new career where he could utilize that passion to help others.
Residing in Cloquet, MN, with his wife Heather, teenage daughter, and two sons, Jason leads a busy life on the water, at the ball, soccer, lacrosse fields, and the gym and swimming pool. When not feeding his love of sports through his kids activities, you’ll find him to be an avid Vikings, Wild and UMD Bulldogs fan.
Jason is proud to bring his passion and knowledge to the table of his clients who are looking to pursue so many different financial goals. Whether it’s becoming debt free, planning for retirement, leaving a legacy to those you’ll leave behind, and so on… his 10 years of financial focus regularly sees him striving to go the extra mile for our clients. “I love it when we are the first call clients make when making a financial decision. Our role is to help, and we appreciate the opportunities our clients give us to do so.”
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