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Specialties
Jason is the founder of Two Waters Wealth Management, author of "Survive the Crash", and creator of the SMART Retirement Blueprint®, our proprietary planning process designed to help retirees maintain their lifestyle, protect their loved ones from sudden change, and preserve their independence.
He's a Wealth Management Certified Professional (WMCP®), Retirement Income Certified Professional (RICP®), a licensed investment advisor, and carries the Fiduciary Standard. Prior to founding Two Waters Wealth Management in 2018, he spent the first 13 years of his career working with over 1,000 financial advisors from across the country, advising on more than $1 billion in retirement plan assets during that time. Jason’s approach is rooted in life-centered retirement planning, helping our clients to connect the dots between their money and a fulfilling retirement experience. His mission is simple: help you retire with clarity, confidence, and a plan designed to facilitate a rich retirement experience with the people you love. Outside of the office, Jason's biggest passion is creating new memories with his wife, Cory, their son Jax, and their wild chocolate lab, Mac.
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Always free for clients.
Retirement Income Certified Professional (RICP®), Wealth Management Certified Professional (WMCP®)
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Investment advisory services offered by Signal Advisors Wealth, LLC ("Signal Wealth"), an SEC Registered Investment Adviser. Two Waters Wealth Management and Signal Wealth are not affiliated companies. Licensed Insurance Professional. We are not affiliated with or endorsed by any government agency, and do not provide tax or legal advice. Investing involves risk, including possible loss of principal. No investment strategy can ensure a profit or protect against losses. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Past performance may not be used to predict or project future results. Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).