Jason joined the Briaud team in April 2021. Prior to coming here, he worked for two years as an accountant at a small firm in Logan, Utah. As an accountant, he learned a lot about tax strategies and tax preparation, as well as small business management. Even though he loved working as an accountant, he always knew that his future was in personal financial planning.
Jason has a Bachelor of Science in Accounting with minors in Personal Financial Planning and Mathematics from Utah State University. He has always been good with numbers and wanted to use his skills to make people’s lives better, which makes him a perfect fit for his current role as a financial planning associate.
Currently, Jason is attending Kansas State University in their online Personal Financial Planning Master’s program which has an emphasis in Financial Therapy. His coursework includes many classes that teach therapeutic techniques with the goal of helping people have a better relationship with their money.
In his free time, Jason likes to go for walks in nature with his wife where they enjoy taking photos of the landscapes. He loves reading (especially science fiction) and is always looking for new things to learn.