Jason entered the financial industry when he joined Creative Financial Strategies in 2007. He
obtained his designation as a Retirement Income Certified Professional, RICP®, which has allowed
him to tailor his practice to better serve his retiree clients. This area of specialization helps them
navigate retirement income planning decisions such as social security planning, pension options,
and retirement asset distribution strategies.
Since 2015, Jason has conducted seminars for retirees specialized around social security
maximization strategies and income planning in retirement. His most recent seminars have
focused on retirement income planning and estate planning strategies. His desire is to help his
clients enjoy the life they always dreamed of in retirement while also leaving a legacy that will last
for generations.
He and his wife, Brittainy, have been married since 2004 and have two children. Jason is active in
his community and serves on the board of his Church.

Securities offered through DAI Securities, LLC, member FINRA/SIPC. Advisory services offered through DAI Wealth, LLC, an SEC registered investment adviser. DAI Securities, LLC and DAI Wealth, LLC are separate, but affiliated, entities.