“Consistency and discipline are critical characteristics of long term success. Don’t underestimate what you can achieve.”
JOIN DATE: 1996
One of Willow Creek’s long-standing team members, Jason’s financial career began at Willow Creek more than two decades ago; he has been shaping our team dynamics with his energy and enthusiasm ever since. Jason’s patient approach encourages clients to express their dreams, goals and money-management concerns, and eases their way into conversations about the thoughtful investing and disciplined planning that is critical to their financial success.
Jason joined Willow Creek shortly after receiving his bachelor’s degree in finance from Sonoma State University. He also is a CERTIFIED FINANCIAL PLANNER™. An avid community volunteer, he has served on various nonprofit committees, including Food for Thought and the Sixth Street Playhouse. Currently, Jason serves on the Sonoma County Community Foundation’s Professional Advisory Group and the Ceres Community Project Board of Directors.
ON A PERSONAL NOTE: Jason is a lifelong Sonoma County resident, and currently lives in Santa Rosa with his wife and two daughters. He enjoys running, biking and hiking in Annadel State Park.
September 21, 2015 – Published in the North Bay Business Journal We like to think of ourselves as rational, logical decision-makers. But the truth is, psychology plays an enormous role in how we behave, especially when it comes to investing. The emerging field of behavioral finance meets at the intersection of economics, psychology and decision-making. […]
In our wealth management practice, we are often asked how best our clients can teach their children about money to help them down a path to becoming prudent financial managers as adults. Gained in our three decades of service, the following are some of the best techniques we’ve learned to help families pass along a […]