Jason Dray, CFP®
With nearly 20 years of experience across the financial services landscape, Jason brings a well-rounded perspective to every client relationship. His career has spanned roles as a broker, wholesaler, and advisor, with tenures at respected firms including Edward Jones, Columbia Bank, Symetra, Fisher Investments, and Empower. This diverse background gives Jason a unique ability to guide families through all stages of wealth management with insight and clarity.
Originally from Colorado, Jason now calls the Pacific Northwest home, living in Washington State. He holds a Bachelor of Science in Finance from the University of Wyoming—where he spent his freshman year living in what is still the tallest building in the state (all 13 floors of it).
Outside the office, Jason enjoys traveling and playing golf.
