Jason has over 30 years of successful business and financial management experience. He graduated from Iowa State University with a transportation and logistics degree and went on to a successful career in supply chain management with world class corporations like Kraft Foods, Jacobson Companies, and the historic Buffalo Trace Distillery. After discovering his passion for helping people build a secure retirement, Jason decided to pursue a career in the securities industry. Prior to joining Legato Financial, he served clients as a financial advisor through LPL Financial and Capital Wealth Management, as a Supervision Principal with US Bancorp Investments, as Chief Operating and Compliance Officer for Strategic Wealth Designers and finally as Chief Compliance Officer and VP of Sales for Lord and Richards.

In his free time Jason enjoys spending time with his wife Aimee and their two daughters Maura and Ellie. He also enjoys golf, sports, travel, classic cars, and volunteering in the community where he has served on numerous charitable boards and civic organizations. Lastly, Jason and his family are animal lovers, and they have rescued several dogs over the years. Currently they have a Beagle named Baxter and a Jack Russell named Petey, who might just be the most spoiled dogs in the world.