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.
