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Speaker

Jason Uetrecht

Mr.
Partner In Charge - Private Client Services
RubinBrown

Jason Uetrecht is Partner-in-Charge of RubinBrown's Private Client Services Group. He has extensive experience in providing comprehensive income tax, estate tax, financial planning and investment advisory services to business owners, senior executives, high net worth families and family office clients.

Jason joined RubinBrown in 2012. Prior to joining RubinBrown, he was a Tax Director of Personal Financial Services at PWC for over 14 years. He specialized in providing clients with sophisticated income tax and estate planning strategies, including wealth transfer techniques, lifetime giving strategies, charitable giving and technical analysis in income, estate and gift areas