Jason joined Stevens Capital PartnersTM after working as a Wealth Manager at Farm Bureau and TD Ameritrade. As a Private Wealth Manager, he provides customized financial planning and advice to clients and their families. He delivers exemplary client service, transparent communication, and holistic guidance, helping you achieve your financial goals. Jason earned his bachelor’s degree from the University of Nebraska at Omaha and holds his series 66 license (Investment Advisor). His specialties include investment management, retirement, and estate planning.
Jason and his wife, Katie, are parents to three children. They live in Elkhorn, NE. He enjoys hunting, cooking, hiking, and cheering for the Chicago Cubs and Nebraska Cornhuskers in his spare time. He coaches youth basketball for the Elkhorn Athletic Association.
Jason and his wife, Katie, are parents to three children. They live in Elkhorn, NE. He enjoys hunting, cooking, hiking, and cheering for the Chicago Cubs and Nebraska Cornhuskers in his spare time. He coaches youth basketball for the Elkhorn Athletic Association.
At Stevens Capital PartnersSM
Our services aren’t limited to traditional financial planning and
wealth management. We are your “partners” and a trusted resource for all your needs.
We listen. We strategize. We engage. We resolve issues.
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