Jason Westover

brings over 20 years of expertise to the financial services industry, where he has dedicated his career to empowering advisors, sales teams, and wholesalers across some of the industry's most prominent companies. As a sought-after speaker and educator, Jason has influenced thousands of financial advisors and wealth managers through his natural curiosity, strategic problem-solving abilities, and talent for uncovering unique opportunities.

Introduced to Pareto Systems 15 years ago as a client, Jason quickly recognized the transformative power of their methodology. He went on to implement the Pareto Systems coaching program for top advisors while serving as Education Director for a leading marketing organization, and has continued to utilize these proven systems throughout various roles in his career.

As a self-proclaimed "generosity guru," Jason's approach centers on understanding and serving others, generously investing his time and resources to add value to every relationship. His commitment to helping others achieve their dream outcomes through stewardship and service has become the cornerstone of his professional philosophy.

Currently, Jason is focused on his research and expertise on AI utilization within the Financial Services industry, exploring the applications of Large Language Models (LLMs), Model Context Protocols (MCPs), and various AI platforms to enhance advisor effectiveness and client outcomes.