Jason is both a Certified Public Accountant (CPA) and a licensed financial advisor. He began his career in public accounting with one of the Big Four firms and later with a local firm in Roseville, providing tax, audit, and consulting services to individuals, privately held businesses, and qualified corporate retirement plans.
With more than 15 years of experience in professional financial services, Jason focuses on tax-efficient financial planning, with particular emphasis on building distribution strategies designed to help clients maximize retirement income. He also leads the firm's corporate retirement plan practice. Having audited and consulted with hundreds of retirement plans and plan sponsors, Jason brings a distinctive perspective to the management of qualified and non-qualified retirement plans — a core part of Campbell Krug's integrated planning model.