“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™ professional. 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.
If you’re over age 70 1/2 and are looking to reduce your taxes while making charitable contributions, you should consider taking advantage of a Qualified Charitable Donation (QCD) from your Individual Retirement Account (IRA) this year. The IRS ruled that charitable donations after age 70 1/2 made from your IRA accounts will be exempt from […]
Do you recognize what role your emotions play in your financial life? Are your decisions swayed by fear, greed, confidence and regret? As a financial adviser, one of the first topics we always discuss with new clients is their financial and emotional tolerance for risk. It is equally as important that we understand their emotional […]