Certified Public Accountant (CPA)
Investment Advisor Representative (IAR)
BS – Accounting, University of North Texas
BBA – Finance, University of North Texas
MS – Accounting, University of North Texas
Jason began his career as a tax accountant at a Flower Mound-based accounting firm, working primarily with individuals and small business owners. He then worked as a tax accountant at a large, regional accounting firm, where he specialized in medium-sized corporations, partnerships and wealth transfer taxation. Prior to founding Moss, Luse & Womble, LLC, Jason served as a financial planner for a Dallas-based firm that focused specifically on dental professionals.
Jason married his high school sweetheart, Kristi. They have two daughters, Skylar and Emi Jae, and a son, Noah. The family dog is an Anatolian shepherd named Rusty.
Outside the Office, You’ll Find Him:
Coaching youth sports, cheering for the Texas Longhorns or manning the grill at a cookout. During the off-season he also enjoys a good book.
Words of Wisdom:
We all have our strengths and limitations, and it is very important to maintain a self-awareness about your limitations. A lack of self-awareness can create a delusional sense of confidence. A series of experiments, conducted in 1999 by David Dunning and Justin Kruger of Cornell University, found that experts are typically less confident in the decisions related to their expertise than those with little or no experience. This was dubbed the Dunning-Kruger Effect. In other words, it’s dangerous to think of yourself as an expert when you are not.
Something Most People Don’t Know:
Jason received a partial football scholarship to punt at Kilgore Junior College.
Associate Planner: Caitlin Thomas
Staff Accountant: Teresa Labbe
CSS: Olivia Bratton