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Partner

Jason Luse

Accreditations/Education:

Certified Public Accountant (CPA)
Investment Advisor Representative (IAR)
BS – Accounting, University of North Texas
BBA – Finance, University of North Texas
MS – Accounting, University of North Texas

Previous Experience:

Jason began his career as a tax accountant focusing on small businesses and medium-sized corporations. Prior to co-founding Moss, Luse & Womble, LLC, Jason served as a financial planner for a Dallas-based firm focusing specifically on dental professionals. With nearly two decades of experience advising in the dental industry, Jason has a vast range of experience in everything from starting up a practice to representing clients selling to private equity.

Jason

Family Life:

Jason is married to his high school sweetheart, Kristi. Together they have three children: Skylar, Noah, and Emi Jae.

Outside the Office, You’ll Find Him:

Working the grill and enjoying dinners outside with family. Jason has an extensive grill collection and loves nothing more than spending some time by the fire. Jason also enjoys coaching his kids in various sports and cheering on the Texas Longhorns – hook ‘em!

Something Most People Don’t Know:

Jason received a partial football scholarship to punt at Kilgore Junior College.

Words of Wisdom:

Be curious about how you think of money. Financial planning is an incredibly difficult discipline both technically and emotionally. Early in my career, I thought the most important thing was delivering solid technical information to clients – that I could just give them the statistical odds of financial decisions, and they would implement my advice. I have since learned that all of us (myself included!) have emotional ways we think about money; a script we subconsciously tell ourselves regarding financial matters. Learning someone’s money script lets me bring empathy and compassion to financial advice. Achieving financial freedom requires a centering balance of technical knowledge and an awareness of how each person thinks about money.

Team Luse


Associate Planner: Caitlin Brown

Staff Accountant: Emily Serna

Senior CSS: Madison Hancock

 

What Our
Clients Say

Carly-Kiassen

“We started with MLW in our early thirties- I think starting so young and having a long-term plan for retirement, etc., will be invaluable.”

Carley Klassen, DDS
Willow Park, TX


DISCLAIMER: The individual providing this testimonial is a current client of Moss, Luse & Womble, LLC and has not been compensated for it. There are no conflicts of interest on the part of our client resulting from our relationship with them.


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Gerard-Macy

“Because in our industry, so many companies look to take advantage of our lack of business acumen … MLW looks to inform, support, and help me overcome my lack of business acumen and do it in a manner that makes me feel informed and supported.  I have never left a meeting or interaction where I didn’t completely grasp what was discussed and, most importantly, with confidence that our developed plan will meet my short- and long-term goals.”

Gerard Macy, DDS
Mabank, TX


DISCLAIMER: The individual providing this testimonial is a current client of Moss, Luse & Womble, LLC and has not been compensated for it. There are no conflicts of interest on the part of our client resulting from our relationship with them.


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Amy-Sawyer

“Throughout the years, our planner has helped us work a precise plan for all aspects of our practice and personal finances and we enjoy immediate responses to our questions and needs with a level of expertise that is hard to find elsewhere. MLW is the complete planning package and I would not hesitate to recommend them for any accounting and financial planning needs.”

Amy Sawyer, DMD
Covington, LA


DISCLAIMER: The individual providing this testimonial is a current client of Moss, Luse & Womble, LLC and has not been compensated for it. There are no conflicts of interest on the part of our client resulting from our relationship with them.


Read Full Testimonial

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