Jason Taylor

Jason's mission is to partner closely with hard-working families and understand their retirement goals and unique needs. As an estate and business planning expert, his recommendations follow a holistic retirement planning approach: he believes that every family and individual deserves specific solutions to each one of their challenges. 

Prior to joining Farther, Jason worked at Strategic Wealth Designers and also spent 7 years at Fidelity Investments, where he was recognized as the top financial consultant.

Jason graduated Summa Cum Laude with a Bachelor's degree from Purdue University Global and received a Certified Financial Planner™ certification. 

Jason is based in Denver with his wife and daughters. When he is not helping families with their financial plans, Jason volunteers with several philanthropic organizations focused on mental health awareness and suicide prevention. He particularly enjoys supporting aged-care homes where older adults can find support and satisfaction.