JASON HOWELL COMPANY

 

Jason Howell Company is an independent, family wealth management firm run by two owners who consider it their family business.  

Jason J. Howell, CFP® and Douglas W. Tees, MBA, CFP®  (see below) are both married to patient wives and are dedicated to their kids. The picture is a few years old but you can see their kids' smiling faces above. They have built a firm with a great reputation based in Northern Virginia and they hope to pass it on to their children someday. 

Our firm owners believe that serving families through a process that supports family harmony, preserves family history and nurtures family values is the key to true wealth. Our process transforms regular investors into patriarchs and matriarchs of their families and communities. It begins with our responsible Investment Strategy and by equipping our clients with three (3) tools for creating sustainable wealth:

  1. Your Personal ROADMAP (PR) which identifies 40 to 60 recommendations to improve your financial plan
  2. Your Implementation Guide (IG) which priorities (by month) when you ought to implement those recommendations
  3. Your Family Constitution (FC) which clarifies how those recommendations connect to your values

We call this process Family Governance. It goes beyond traditional financial planning by adding the "values management" and family history component. For more about our leadership keep reading below.

Douglas W. Tees, MBA, CFP | Family Wealth Adviser | Jason Howell

Douglas W. Tees MBA, CFP®

COO | Family Wealth Adviser
Doug@JasonHowell.com
513-673-8733

One of Doug's great passions is service to the developmentally disabled. His career began as a case manager and continued on that trajectory for over 4 years until earning his Masters in Business Administration (MBA) from the Kelley School of Business at Indiana University. 

"Service has always been important to me; whether as a professional, family member or volunteer,." says Doug.

Doug has maintained his interest in social service in particular. Over the years he has devoted time to several volunteer experiences, serving the special needs community. Locally he's been a graduate of Leadership Fairfax and continues to participate on the board for Langley Residential Support Services where he has served for nearly a decade.

For Jason Howell Company, Doug serves clients by getting into the important details of their financials in a way that many financial advisers find too tedious. And when it comes to the compliance, cybersecurity, client privacy and operations of the firm writ large; well, anyone who knows anything about those areas of our business, understands that he earns a medal for his work every week.

For more about Doug's career and to read his full biography, see his Linkedin Profile.

Jason J. Howell, CFP | President | Family Wealth Adviser

Jason J. Howell CFP®, CPWA®, CSRIC®

President | Family Wealth Adviser
Jason@JasonHowell.com
703-867-2387

One of Jason's great passions is his alma mater, George Mason University and its School of Business. There he teaches the next generation of financial advisers in Mason's Introduction to Financial Planning and Wealth Management course. Jason is the founding Council Chair for Mason's Financial Planning and Wealth Management Advisory Board and he has spent many years participating on Mason's School of Business Alumni Board. 

"George Mason University is where my sister attended, where for a brief stint, my father taught and where they wanted me to attend. Now that they've passed on, I keep their memory going by keeping connected to the university, " says Jason.

Before founding Jason Howell Company, Jason enjoyed a wide-ranging career that included years in banking, accounting, music, academia and politics; which have all informed his financial advice. 

"The pandemic, social unrest and political distress of 2020 have pushed our clients to focus on the environmental, social and governance impacts of their investing; and become more proactive with their philanthropy. We have always wanted to create a firm modeled after the multi-generational, ultra-high-net worth family offices. Now we have. We're excited about what our clients are doing with our help, all around the country."  

For more about Jason's career and to read his full biography, see his Linkedin Profile.