We Are Here To Provide Financial Guidance

With an emphasis on closely held businesses; I develop unique strategies and implementation for both business and personal. Let’s discuss strategy designed to reduce income taxes, retain and reward key employees, assess risk, create a business exit strategy, and retirement planning.

Jason A Trujillo

Managing Member

I am passionate about finding the appropriate tailored strategy for for each client. Let me help you pursue your goals; personal, business, or both.

EXPERIENCE

With an emphasis on closely held businesses; I develop unique strategies and implementation for both business and personal Let’s discuss strategy designed to reduce income taxes, retain and reward key employees, assess risk, create a business exit strategy, and retirement planning.

EDUCATION & CREDENTIALS

Bachelor of Science from the University of New Mexico in Marketing and Productions Operations Management.

INTERESTS

I am advocate for business and economic growth which is why I sit on the board of Arizona Small Business Association. Family focused, I enjoy new adventures and spending time with my wife Laura and sons, Kainoa and Charlie. Most of my off time includes outdoor activities with my kids or participating in sports; baseball, soccer, running, scuba diving, and snowboarding.

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