Jason is a founder and Financial Advisor of Lakeshore Group Wealth Management. Jason holds a business degree with a double major in Accounting and Business Management from the University of North Dakota. He started his Financial Advisor career with Waddell & Reed in October 2001. As an Advisor, Jason believes his job is to help clients make well-informed decisions through the financial planning process. He enjoys and has a passion for playing a part in helping clients pursue their financial dreams and goals.
Jason is married to his wife Amy and together they have 3 wonderful children. When his kids aren’t keeping him busy outside of the office, Jason and Amy’s family enjoy camping, fishing, hunting, running, and traveling.