Jason has lived in Utah since the age of 5. He has been an entrepreneur for most of that time doing everything from odd jobs to running multiple online stores. After graduating from the University of Utah he met his wife, Haley. They have three children and reside in Millcreek, Utah.
Operationally, Jason manages CUI Benefits as a sister company to CUI Wealth Management with a focus on comprehensive employee benefit consulting.
- Completed Bachelor’s degree of Science in Economics from the University of Utah
- Employee Benefits
- Employer sponsored benefit packages
- Level & Self-Funding Medical Plans
- Life & Disability
- Accidents & Critical Illness
- HSA, HRA, & FSA
- Complex benefit management
- Insurance licenses: Life & Health
- FINRA Series 6, Series 63, and Series 65
- Spending time with his wife Haley and their son, Lucas
- Watching movies