Jason F. Payne, CERTIFIED FINANCIAL PLANNER™, CEPA®, CDFA®
CERTIFIED FINANCIAL PLANNER™, CEPA®, CDFA®
"Between stimulus and response, there is a space. In that space lies our freedom and power to choose our response. In our response lies our growth and freedom"
-- Victor Frankl, Man's Search for Meaning
Jason has been guiding individuals and families through their financial lives for nearly 30 years. A husband, father, son, and grandfather first, he brings a thoughtful, steady approach to his work as a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Divorce Financial Analyst (CDFA®).
Jason is known for his ability to see the full picture—bringing clarity and organization to complex financial situations so clients feel confident, prepared, and empowered to take action. His passion lies in helping people navigate every season of life, including major transitions such as retirement, divorce, the loss of a loved one, career changes, and inheritances.
He has a special focus on empowering women and supporting small business owners, understanding the unique challenges and decisions they face. Above all, Jason is committed to education, partnership, and helping clients experience the calm that comes from having a well-designed financial plan.
Outside the Office
Jason lives in Spanish Fork, Utah with his wife, Joey, whom he met in second grade. They have four children—Ridge, Kennedy, Peyton, and Paisley—and welcomed their first grandchild in 2025. Outside of work, Jason enjoys time with family, planting tulips, shooting guns, relaxing with a good Netflix series, and attempting to keep up with the pickleball trend.
