For more than 28 years, Jayson has provided wealth management services to individuals, businesses and nonprofit organizations. Through a long-term investment approach, he helps clients develop and implement strategies for building wealth and realizing their goals. Jayson’s mission is to provide timely financial advice and guidance with a high level of professional service.
He has helped clients address their financial concerns and develop sound strategies by focusing on each client’s specific needs. With 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. In 2006, he earned the prestigious CERTIFIED FINANCIAL PLANNERTM certification by completing a rigorous educational program and examination, and meeting stringent experience requirements. He later earned his Certified Plan Fiduciary Advisor (CPFA) designation. Jayson was pleased to join RBC Wealth Management in 2019, where he now serves as a branch director.
With his knowledge and experience, Jayson not only provides wealth management service to individuals and nonprofits; he also provides retirement plan services for businesses and organizations. Outside of the office, Jayson enjoys spending time with his wife, Wendy, who is an attorney, and their three children. He enjoys attending his children’s academic and athletic activities. Jayson is past president and an active member of the Lake Forest/Lake Bluff Rotary Club.