Jason Dickerman has built his career and wealth management practice around serving others. It is his honor and privilege to provide clients with the confidence and advice they need to ensure their families can maintain a fulfilling long lasting life and legacy. His investment practice gives clients assurance when it comes to their capital so that they can focus on other aspects of life like family, board service and travel. The focus of his practice is to build, manage, preserve, and transition wealth.

Jason's specialty is handling the complexities that come from a life and career well lived. Often times that means helping clients navigate the challenges of restricted stock, inherited wealth, stock options,

leaving a legacy for loved ones and charitable causes. He utilizes the deep bench of internal estate planning attorney's, trading and banking relationships to accomplish clients' unique capital challenges. He helps with needs related to regulations that govern corporate insiders, investment strategies for concentrated positions and taxation issues.

With 20 years of experience in the financial services industry, Jason views wealth and investment capital as a tool to help clients accomplish goals not the goal itself. He earned a bachelor's degree from

Creighton University in Finance and holds the FINRA Series 7, 63, 65, 24, 53 and 4 securities registrations as well as life and health insurance licenses. Jason has earned the CERTIFIED FINANCIAL PLANNER® professional designation from the College for Financial Planning™ .

Jason grew up in a small blue collar steel town on the east side of Saint Louis, Missouri. During his college breaks he worked at the steel mill which instilled his lifelong values of hard work and perseverance. Jason has used his leadership skills and nonprofit experience to support the United Way, The American Cancer Society, and other charitable causes. Additionally, he has led and helped build several affiliate groups within the United Way including the Catalyst Society at Mile High United Way of Denver. Jason and his wife Katie, live in Denver with their two children. In addition to spending time with his family, he enjoys biking in the summer, skiing in winter and ice hockey all year.