Jason is a Financial Advisor and specializes in business retirement plans. His experience in company-sponsored retirement plan design, compliance, and administration makes him an invaluable asset to business owners and retirement plan participants alike. As an advisor to company retirement plans, Jason ensures that his clients’ plans are positioned to achieve the financial goals and objectives of both employer and employee. He takes pride in ensuring everyone involved in a company-sponsored retirement plan understands how their plan works and how to take full advantage of the plan’s benefits.
Prior to joining Best Invest, Jason was Vice President of his family’s retirement plan third party administration firm, McCaw & Salesberry Retirement Solutions, LLC, where he acquired the skills and knowledge to build and manage successful retirement plans. Jason earned his BBA in Marketing from Tarleton State University and has the Series 65 - Uniform Investment Adviser Law Exam license.
Jason is married to his high school sweetheart, and they have two children. When not spending time with family or consulting with clients, Jason can be found hunting in South Texas or fishing along the Texas coast.