Founder & CEO
Director of Wealth Management
Get to know Jason
Jason started his career in finance while working for a local bank in Norman and completing his degree in Communications at The University of Oklahoma.
After developing an interest in Investments and Financial Planning, Jason eventually found a new path as a Financial Advisor in the fall of 2005. As he developed a client base, Jason determined many clients lacked the clarity and ultimately, the confidence needed when it came to making decisions regarding their personal finances. More importantly, they need to be able to trust the individual(s) they have chosen to work with in achieving their financial goals.
Jason focuses on client education and communication at the core of Cornerstone’s Comprehensive Financial Planning process. He wants to ensure that clients understand their options so together they can develop the most suitable recommendation.
“When I can help my clients understand the value of Cornerstone’s Comprehensive Financial Planning process and how it can serve as a guide to helping them make almost every financial decision they will face, the outcome of their plan then allows them the freedom to focus on the things that matter most in life.”
As an avid sports fan, in his free time, Jason enjoys playing golf or attending his kid’s sporting events. He also enjoys spending time in the great outdoors especially during hunting/fishing season. He and his wife, Tara, have three children and are active members of Crossings Community Church in Edmond.
Let’s Start Something new
Still have questions? Ready to see if we’re a good fit? Don’t worry we’ll answer all your questions. Contact our team today!
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