Jason is both a Certified Public Account (CPA) and licensed financial advisor. Jason began his career in public accounting working with one of the Big 4 accounting firms and later a local firm in Roseville, providing tax, audit, and consulting services to individuals, privately held business, and qualified corporate retirement plans. With more than 15 years of experience providing professional financial services, he focuses on tax-efficient financial planning with an emphasis in creating distribution strategies for clients to maximize their retirement income. Additionally, Jason leads the firm’s focus for advising corporate retirement plans. Having audited and consulted with hundreds of retirement plans and plan sponsors, he offers a unique perspective and background to help manage all areas relative to qualified and non-qualified retirement plans.