Meet Our Coaches

Why The College Funding Coach?

After more than 25 years of leading businesses and helping people make complex decisions, I was drawn to The College Funding Coach® because it combines education with practical financial planning.

As a father of three who has personally navigated college costs, retirement planning, and competing family financial priorities, I understand how overwhelming these decisions can feel. College planning does not happen in isolation. The choices families make about education can have a significant impact on retirement and their broader financial goals.

Throughout my career, I have enjoyed taking complicated subjects and making them easier to understand. The College Funding Coach® gives me the opportunity to bring that same approach to families, helping parents better understand their options and make informed college decisions with greater clarity and confidence.

Area of Focus for Delivering LKS Workshops

Colorado families, schools, and organizations, with a focus on helping parents understand college planning and funding strategies and how those decisions intersect with retirement and their broader financial plan.

A Little More About Jason

Background

Jason brings more than 25 years of experience in business leadership, sales, and operations to his work with families. He spent much of his career in the commercial flooring industry, including more than a decade as President of Floorz.

During his tenure, Jason helped grow the company from approximately $14 million to nearly $50 million in annual revenue, built and led high-performing teams, and guided the organization through a successful strategic merger. His career has centered on leadership, financial decision-making, problem solving, and helping people and organizations successfully navigate important decisions.

Today, Jason brings that experience to Trinity Wealth, where he applies the same thoughtful, practical approach to helping individuals and families address their financial priorities.

Professional Accomplishments

• More than 25 years of business leadership experience
• Helped grow Floorz from approximately $14 million to nearly $50 million in annual revenue
• Led the organization through a successful strategic merger
• Built and led high-performing teams
• Spent eight years as a member of a Vistage CEO peer advisory group

Education

Bachelor of Science in Business Administration, University of Northern Colorado

When He’s Not Working

Jason and his wife, Anissa, have been married for 32 years and are the proud parents of three children, Jack, Andy, and Addie. With two children currently attending universities in Arizona and another recently completing his MBA, college planning is not simply a professional interest for Jason. It is a journey his own family has navigated firsthand.

An avid golfer and cyclist, Jason is also a longtime fitness enthusiast and former Ironman triathlete. He enjoys staying active, traveling, spending time with his family, and continuing to learn about business, investing, and personal finance.

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Trinity Wealth Partners, LLC is a registered investment adviser with its principal office located in the State of Colorado. We are registered in Colorado and in other jurisdictions where required. Registration does not imply a certain level of skill or training. We may provide individualized investment advice or recommendations to clients only in jurisdictions where we are properly registered, notice-filed, or exempt from registration. We will verify our authorization in the appropriate jurisdictions before providing services to new clients.

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The College Funding Coach® is not affiliated with Trinity Wealth Partners, LLC.