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Your Advisor and Your Team

Jason E.  Washo, CPA, PFS, CFP®

LPL Financial Planner & LPL Registered Principal


Jason is a CERTIFIED FINANCIAL PLANNER™ professional or CFP® professional. He holds a Certificate in Financial Planning issued by Boston University and a BS Degree in Accountancy from Arizona State University.

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Katherine Hanson

Service & Sales Assistant

Katherine is responsible for office management and customer service. Katherine is available to assist clients with appointment scheduling, administrative maintenance and questions about accounts. She is one of the first people you will...

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Karen Washo

Administrative Support

Karen is responsible for administrative continuity and quality control.
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