Jason is the Managing Partner and a Wealth Advisor at The H Group office in Bellevue, WA providing comprehensive financial planning advice to his clients. He started his career in the financial planning industry in 2010 and has been working with clients having a wide range of financial planning needs. Examples include implementing tax strategies for small business owners, retirement planning strategies and, estate planning & inheritance strategies. Jason has earned his credentials as a CERTIFIED FINANCIAL PLANNER(TM) professional and an Accredited Investment Fiduciary® Designee in addition to his securities registration. This broad knowledge base allows him to identify and recommend creative financial planning and investment strategies helping clients to pursue their unique goals. He believes that a key approach in growing client wealth is finding resourceful ways to help save money. As a lifelong resident of Washington State, Jason loves the Pacific Northwest and its diverse environment and population. Away from the office, Jason enjoys traveling, hiking, photography, home improvement projects, reading and other personal growth opportunities.---*Advisory services offered through CS Planning Corp an SEC registered investment advisor.