Jason joined Stevens Capital PartnersTM after working as a Wealth Manager at Farm Bureau and TD Ameritrade. As the Vice President of Business Development, 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 is a proud father of three children. Outside of work, he enjoys spending time with his kids, hunting, cooking, hiking, and cheering for the Chicago Cubs and Nebraska Cornhuskers. He also enjoys staying involved in the community by coaching youth basketball for the Elkhorn Athletic Association.
