Clients benefit from Jayson’s diverse experiences through his unique ability to recognize patterns. He clearly sees the broad picture – your lifetime goals in the context of your current quality of life – and has the technical knowledge to identify and overcome the obstacles to the success of your plan.
Jayson passed the CFP exam in 2015, has completed the CFP Professional Education Program at the College for Financial Planning, and holds a Bachelor of Environmental Design from Texas A&M University. He currently holds a FINRA Series 65 license.
Prior to Bright Road Wealth Management, Jayson’s education and careers spanned a broad range of industries, including outdoor recreation, education, architecture, and rental real estate investments. His work as a financial planner leverages skills learned in each of those industries.
Most recently, Jayson completed the CFP education requirements and passed the CFP exam, while working full-time as Operations Manager and Treasurer at Edgeworks Climbing. During Jayson’s 8-year tenure on the Edgeworks management team, revenue grew 400%, and the staff size tripled. Here Jayson gained an intimate understanding of the difficulties of balancing a budget with customer and staff management needs.
Before Edgeworks, Jayson was an outdoor adventure guide, guiding trips as diverse as mountain biking, whitewater rafting, and rock climbing all over the western United States, and as far afield as Mexico, France and Peru. 10+ years of guiding taught him to assess and manage risks ranging from fun to life threatening, to teach complex ideas to novices, and to isolate errors in practice. He holds a current AMGA Single Pitch Instructor certification and continues to teach Wilderness First Aid for WMI of NOLS (National Outdoor Leadership School).
His education in architecture fostered creativity and problem-solving skills, and cultivated high levels of knowledge and capability in managing complex systems. His subsequent career in architecture and construction, including two years managing a subcontracting business and two years as Director of Development at a real estate development company, required coordinating multidisciplinary perspectives that allowed opportunities for developing communication and team leadership skills.
Currently, Jayson enjoys volunteering as the President of the Board of Trustees of the Tacoma Waldorf School. Previous volunteer activities have included terms as Treasurer on the same Board and four years of personal coaching at Landmark Education.