Jason Smith

CFP® Financial Advisor

A native Texan born in Houston, Jason has lived in Georgia, Oklahoma, Kentucky, Illinois, Maryland, Virginia, California and has deployed around the globe as an Infantry Officer in the United States Marine Corps. In 2006, he and his wife returned to his roots in Texas to begin their family. He is energized by meeting new people and getting to know clients as partners and friends.

When he's not spending time serving his clients, Jason is trying to be the best husband he can to his beautiful wife, Dawn (a wonderful Okie and entrepreneur) and the best father to his three rowdy sons. In his free time, he enjoys fishing, hunting, camping, and reading.

As a graduate of the United States Naval Academy, he earned a Bachelor of Science in Economics in 1998. He went on to earn his Master of Science in Technology Commercialization from McCombs School of Business at the University of Texas in 2009. He and Dawn also served their community by starting Heroes CrossFit in Cedar Park, committing themselves to helping people live healthier lives. They sold Heroes CrossFit in 2015, but Jason still helps coach there today. They attend The Journey Bible Fellowship in Leander where Jason serves in various ministries including Kids Outdoor Zone and the Journey Men leadership team.