Jason Deshayes: What We're Doing Isn't Working

CPA Trendlines Podcasts

The Disruptors
With Liz Farr

By age 35, Jason Deshayes, CPA/PFS, CFP, CKA, was already co-owner of a CPA firm in Albuquerque. He “hit the magic Shangri La that we’re all working for.” But it wasn’t right for him. He was bored with the long hours and felt he wasn’t growing. He wasn’t able to think about his firm the way he wanted to. So he and his partner sold their firm.

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Today, he’s COO at Cook Wealth, a hybrid wealth management and tax firm. Providing both types of services means that they don’t deal with “this weird thing, where the client’s in the middle, and they have to be the conduit for information going both ways.” He says that getting his CFP has “been so enriching. I love what I do, and it’s because I was willing to drop stuff so other people could learn the stuff I learned and so I could do fun stuff.”