Jason Sandry works with clients to help them identify the mission behind their wealth and work towards optimizing each part. Often clients come to the firm having a solid grasp of their financial life, but Jason enjoys bringing it all together into a cohesive financial plan that drives the decision-making process. He enjoys forming long-lasting relationships with his clients as they collaborate towards their goals.
Jason joined Moneta as a Partner in 2023 so he could leverage the large-scale resources of a national firm while enhancing the personal attention he gives to clients. He began his career at a private wealth firm in Denver where he focused on investment analysis, high-volume trading, and public and private investment due diligence. After several years in financial services, he slowly gravitated toward the financial planning side of the industry, and he ultimately received his CERTIFIED FINANCIAL PLANNERTM designation in 2015.
Jason earned his B.S.B.A with a concentration in Finance from Colorado State University, where he was a Daniels Scholar.
Away from work, Jason and his wife are proud parents of two children with another on the way. They spend much of their time riding bikes and hiking with the kids. Jason also enjoys playing golf, pickleball, and soccer. He considers himself a lifelong student and is an avid reader.
- CERTIFIED FINANCIAL PLANNER™
- Series 65 License
