bio
Jason joined intellicents in 2024, where he’ll be working on Wealth Management projects out of the Lawrence, KS, office. He is a full-time finance faculty member at the University of Kansas, where he also runs the Certified Financial Planner program.
Previously, he built a first-to-market college planning program for a multi-billion-dollar financial institution. In 2024, he sold Gradmetrics, a business that worked with advisors on complex college and student loan planning cases.
Jason is working toward a Ph.D. in personal financial planning at Kansas State University.
education & certifications
MBA, Golden Gate University
MA Educational Administration, University of Kansas City
BA Nonprofit leadership, Theology, and Spanish, Rockhurst University
my idea of
living the dream
I want to retire after raising my children, travel domestically and internationally with my wife, and build an ongoing financial legacy for my family.
I want to have saved enough to live in retirement on interest alone, and I’d like to live off my investment income and ensure that when I pass away, the principal is intact so that I can gift it to my heirs.
dream job
this is my
I want to live my life in service to others.
this is how i
make it real
I like to camp and explore the outdoors with my family. I also enjoy traveling and visiting small towns in Kansas and other states. My wife and I aim to visit all the Presidential Libraries & Museums in the United States.