Jason serves as a Senior Vice President and Senior Trust Strategist at Baird Trust, based in the Edina, Minnesota office. He collaborates closely with Baird Financial Advisors and their clients, providing sophisticated guidance on complex trust and estate planning strategies.
With over five years of experience in trust and estate administration, Jason brings a deep understanding of fiduciary services and client relationship management. Prior to joining Baird Trust in 2025, he spent more than three years as a Trust Strategist at U.S. Bank. He also held roles as a Relationship Manager and Trust Officer at Abbot Downing for over four years.
Jason holds a Bachelor of Arts in History from Concordia University, an MBA with a focus on Management from DePaul University’s Kellstadt Graduate School of Business, and a Juris Doctor (J.D.) from the University of Illinois Chicago, where he concentrated on Business and Contract Law.
In addition to his professional work, Jason is committed to community service and currently serves as Treasurer for the Michigan Educator Workforce Initiative.