About us

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.

Client Services Associate/Administrative Assistant

Roma has many years of experience providing exceptional customer  service as an Administrative Assistant and has also worked for several  years in Human Resources.  Through these experiences Roma has developed  the skills needed to work collaboratively in a team environment, always  bringing with her a smile.   

Roma has completed her education in Business, with a major in Finance. 

In her personal time, Roma enjoys many family gatherings and spending time in nature with her husband and their daughter.