Jason joined our firm as a Financial Advisor in 2015. He is an Accredited Investment Fiduciary (AIF®) and holds the Accredited Wealth Management Advisor (AWMA®) designation. Jason specializes in Employer Retirement Plans and Business Valuations for business owners along the Gulf Coast. Jason also has expertise in maximizing the tax-deferral of inherited, non-qualified, non-spouse annuities.
Prior to joining FMW Financial Advisors, Jason spent 12 years leading a large family-owned beverage distributorship in the Pacific Northwest. A desire to raise his family in the Gulf Coast area and to work alongside his brother, Marcus, led him back to the area.
Jason received his Bachelor of Business Administration in 1999 from Texas Tech University, double-majoring in International Business and Management.
Jason is the Co-President of the Texas Tech Alumni Association-Beaumont Chapter, a board member of both the Hardin-Jefferson ISD School Board and the Sour Lake Economic Development Board, as well as several other local professional and civic associations.
Jason's hobbies include traveling, playing tennis, and running. He is also an Instrument Rated Private Pilot. Jason has been married to his wife, Cheri, since 2000; and has five children: Sam, Ava, Jake, Audrey, and Jude.