Jason serves as a Partner, Senior Wealth Advisor for Crusonia Wealth. He brings a passion for financial planning and investment management, leveraging his diverse industry experience to deliver tailored solutions for his clients’ unique financial goals.
Jason earned a Bachelor of Science in Finance with a minor in Accounting from the Daniels College of Business at the University of Denver. He began his career in the investment management group of a private bank and trust company, where he gained expertise across operations, analytics, portfolio management, and financial planning. Prior to joining Crusonia Wealth Advisors, Jason was a Vice President & Financial Advisor with Private Capital Management. As a Certified Financial Planner™ Professional and Certified Divorce Financial Analyst™ Practitioner, Jason is committed to advancing the financial planning profession. He served as President (2021) and Chair (2022) of the Financial Planning Association of Colorado, establishing himself as a leader in the field.
Beyond his professional work, Jason is deeply involved in giving back to his community. He serves as Chair-Elect on the Board of Trustees for Shalom Park, a nonprofit nursing home and senior living community dedicated to providing high-quality, compassionate care for older adults. Shalom Park holds a special place in Jason’s heart, as it was home to his father for nearly seven years. Additionally, Jason serves on the Board of Directors of the Lowry Foundation, an organization committed to preserving the history and enhancing the community of Denver’s Lowry neighborhood.
Jason’s interests include playing golf on Colorado’s scenic courses, traveling, and spending time with his husband and their two retrievers.
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