Jason joined Haynie in 2021 and quickly found his niche at the intersection of tax expertise and financial planning. With a strong background in tax preparation for individuals and businesses, he takes a thoughtful, tax-conscious approach to helping clients navigate retirement and long-term financial goals. His experience at a prior brokerage firm specializing in fixed-income retirement strategies only deepened that perspective. He earned his CPA designation in 2025 and is currently working toward his Certified Financial Planner (CFP) certification.
Originally from South Carolina, Jason relocated to Northern Colorado in 2018. He's a proud University of South Carolina alumnus and devoted Gamecocks fan, with equal passion for his Carolina Panthers. When he's not in the office, Jason enjoys staying active and making the most of Colorado's outdoor lifestyle.