Jason is a Paraplanner for Genesis Wealth Management, primarily supporting Robert Harlan and his clients. He holds his Series 7, 63, and 65 licenses, along with his Life and Health Insurance License. Jason’s primary mission is to help clients feel more confident about their financial future by simplifying the financial planning process and providing thoughtful, client-focused support. He is committed to delivering personalized service while helping clients work toward their long-term financial goals.
Jason graduated from Texas A&M University with a focus in Financial Planning and has spent the past three years building experience in the financial services industry. Outside of work, Jason enjoys spending time with his wife, Ariela, and their son, Theo. He also enjoys hiking, fishing, golf, weightlifting, and cheering on the Dallas Cowboys, San Antonio Spurs, and Texas A&M Aggies.
