Background and experience
Jayson has helped clients address their financial concerns and develop sound strategies by focusing on each client’s specific needs. With extensive experience during market shifts over the past two decades, Jayson has dedicated his career to delivering the personalized investment planning services his clients seek. With a degree in accounting from Creighton University, Jayson began his career as a financial advisor with Edward Jones in Kansas City in 1993, where he developed his fundamental investment knowledge. He joined A.G. Edwards (predecessor firm of Wells Fargo Advisors) in 1999, and in 2005, Jayson became a branch manager for A.G. Edwards. In 2006, he earned the prestigious CERTIFIED FINANCIAL PLANNERtm certification by completing a rigorous educational program and examination and meeting stringent experience requirements. Jayson was pleased to join RBC Wealth Management in 2019. With his extensive knowledge and experience, Jayson not only provides exceptional wealth management service to individuals and nonprofits; he also provides retirement plan services for businesses and organizations.
Personal
Outside of the office, Jayson enjoys spending time with his wife, Wendy, an attorney, and their three children. He enjoys attending his children’s athletic and music activities. Jayson is past president and an active member of the Lake Forest/Lake Bluff Rotary Club.
