From the Diary Of

Jason Lee

As an entrepreneur, when it comes to your profits, your people, your lifetime tax bill and your personal wealth; Which one do you prioritize first?

The answer? ALL OF THEM.

They all play a critical role for the entrepreneur who is seeking financial independence. This is why we have built a practice which is designed to help entrepreneurs balance each of these components, accordingly.

We believe those who are willing to bet on themselves are the lifeblood of our nation and that they deserve advisors who are committed to helping them go from simply having a business that provides a great lifestyle to one that creates legacy.

For the better part of 20 years I have dedicated my life to connecting others with solutions they needed.
I started in Health and moved to Wealth. But the fundamentals of taking care of people and their needs remain unchanged regardless of what industry you occupy.

My skills as a connector and relationship builder are perfect contribution to our firm. As the Vice President I am responsible for nurturing our client relationships, referral partners and finding answers for clients when they need them. I wake up every day and go into the world with a desire to serve and bring as much value as possible.

My family, church and peers are my life and I make sure I devote time to each of them.

Check out my featured video for more info on our services.

Details for Exponent and SMART Groups Services are listed in my experience section along with videos.

Securities and investment advisory services offered through World Equity Group, Inc. Member FINRA, SIPC, a Registered Investment Adviser.
SMART Group Houston and Exponent Prosperity Accelerator Advisors are not owned or controlled by World Equity Group, Inc. 

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