At Three60 Wealth, we pride ourselves on our approach to wealth and estate planning: one which has proven to be very successful with business families. We maintain the highest levels of integrity, respect and privacy to help our clients' families build upon their success and secure their financially-geared goals well into the future.
Founder of Three60 Wealth
Director of Advanced Planning
Jason started in the Financial Services Industry in 2001 and quickly became frustrated with the industry model of putting products before advice. Feeling the industry was flawed, Jason set out to create a company that was different and founded Three60 Wealth in 2011. Since its launch, Jason has been committed to keeping Three60 ahead of the industry curve, always looking for new, innovative ways to serve the business families they work with.
Having unwavering levels of integrity, Jason is focused and driven to make a difference in the industry, and in the lives of the clients Three60 serves.
Jason enjoys spending time on his many personal activities, and being active with his wife and their two children.
Wealth & Estate Planner
Stephanie joined the financial services industry in 2006 and quickly found her niche in financial planning. In her experience as a certified financial planner, Stephanie has found that the greatest success comes through forging strong relationships with her clients, allowing her greater insight and understanding of what her clients are seeking.
With the prosperity of her clients as her key driver, she is dedicated to elevating the experience of each Three60 client through their unique wealth plan.
Outside of the office, Stephanie can be found in the mountains year-round, adventuring with her husband and huskies.
With over 20 years of administrative, research, human resources and general office management experience, Barbie has committed herself to deliver executive client service and customer care. Barbie is mindful that with the best customer support, she can contribute to ensuring businesses and families achieve their visions, dreams and goals.
She is a Mindfulness Meditation I, II, III and Master level facilitator with a decade long journey with Mediation. She loves spending time in the Rocky Mountains and doing creative and outdoor activities with her family. Barbie believes that gratitude is the key to happiness and kindness is attested magic. Barbie really loves Coffee.
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