CEO and Founder

Financial Advisor | CFP®, AAMS®
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Jason is a founder of Holistic Planning. He serves as the firm’s CEO and sets the firm’s overall vision and strategy. The creation of Holistic Planning, a fee-only independent Registered Investment Advisor (RIA), is the direct result of Jason’s desire to provide clients the most value and service while reducing conflict of interest to a minimum. Prior to founding Holistic Planning, Jason was with Edward Jones for 12 years and served in numerous leadership roles.

Jason is a proud graduate of Texas A&M University. He holds the CERTIFIED FINANCIAL PLANNER certification awarded by the Certified Financial Planner Board of Standards, Inc. and the Accredited Asset Management Specialist designation awarded by the College for Financial Planning. He considers himself to be a lifelong learner and a servant leader.

Jason and his wife Rachel were married on August 6, 2016, in Hot Springs, Arkansas. They share their wedding anniversary with Rachel’s parents and her grandparents. They have three handsome sons named Luke, Samuel, and Jack. They are also proud parents of their daughter in heaven, Joanna. Jason and Rachel believe it is their obligation to share how God helped them overcome the pain and sadness of that loss.

Jason and Rachel are Christians and active members of First Baptist Church in Nacogdoches, Texas. They believe in raising their boys to be godly young men with strong, conservative values of hard work and respect for others. They know Holistic Planning will only be as successful as God allows it to be, but the foundation of this company is in Christ alone.

When he’s not working, Jason enjoys spending time with Rachel and the boys on their 182-acre, East Texas homestead, riding their side-by-side, fishing, shooting skeet, and playing golf.


You’ll have a chance to to visit with one of our dedicated team members to discuss your questions, concerns, and goals.

If you would prefer a phone conversation.
Call (936) 800-0800

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