Jason Waugh, CFP®

Senior Financial Advisor | Chief Compliance Officer

Jason Waugh is a senior financial advisor and serves as the Chief Compliance Officer for Cassady Wealth.  As a CFP® professional Jason has a passion for helping others and seeks to have a long-term impact on clients’ lives through the art of comprehensive financial planning.  He enjoys creating order out of chaos and making the complex simple through systematic plans for his clients.

Prior to joining the Cassady Wealth team in late 2019, Jason spent 15+ years in the non-profit/ministry field.  Outside of the office you can find Jason serving at The Crossing Christian Church with his wife Brooke, running around at various activities with his three young children, and attempting to break 100 on the golf course.

Things You Didn't Know About Jason:

  • Jason loves to watch and root for his favorite sports teams – the Oklahoma Sooners, Oklahoma City Thunder, Atlanta Braves, and of course the Vegas Golden Knights
  • For some reason Jason enjoys running and at one point coached high school track and cross country in the Vegas area. He was also a USA track and field certified coach.
  • Jason has played various musical instruments since he was around 10 years old including the guitar, piano, and brass band instruments.
  • Fun fact: Jason is ambidextrous. If you pay close attention during meetings, you might notice Jason writing with both hands.