After graduating from Lewis and Clark College (Portland, OR) with a Bachelor of Arts in Business and Administrative Studies in 1997, Jason started working with Herb at Aetna Investment Services. Since that time, he has continued to work with Herb under various broker dealers and now with IFG. Jason prefers to work closely with clients to figure out their long-term financial plan so that he can help them achieve their retirement dreams and goals. Making sure to incorporate his clients’ feedback in developing a customized plan is Jason’s focus and objective. As a part of our commitment to implement and maintain industry best practices and standards of excellence in investment advisory, Jason