As a Representative of CoSource Financial Group, LLC, Jason’s main role is the oversight and implementation of our Workplace Financial Wellness Program. He holds the Accredited Wealth Management Advisor (AWMA®) designation, and his training and experience enable him to work with plan participants on a variety of financial areas, with a focus on Retirement Income Planning for those employees nearing retirement.
Jason received his Bachelor’s of Business Administration in 1999 from Texas Tech University, double-majoring in International Business and Finance. He holds a Series 7 Securities License, a Series 66 Investment Advisor Representative License, and also a Life and Health Insurance License.
Jason is the President of the Texas Tech Alumni Association-Beaumont Chapter, a member of the Sour Lake Lions Club and is also actively involved in several other local professional and civic associations.
Jason’s hobbies include traveling, playing tennis and running. He is also an Instrument Rated Private Pilot. Jason has been married to his wife, Cheri, since 2000, and has five children: Sam, Ava, Jake, Audrey and Jude.