Jason Heise, CFP®, CLU®, is a second-generation member of the SageCrest family: His parents were clients of the firm beginning in the 1990s, and he joined the team in 2005. A San Francisco native, he holds a degree in finance from the University of San Francisco. After spending three years with the national auditing firm RSM McGladrey, he moved into wealth management to make the same kind of impact on people's lives that he observed in his parents' relationship with SageCrest. Seeing clients become financially successful and live their lives as they choose is his unwavering goal. He enjoys golfing as well as spending time and vacationing with his family.