Jason A. Smith, MSFP, CFP®
The Big Picture
What do fishery science, river engineering and financial planning have in common? Surprisingly, quite a bit. They are all professions requiring strong analytical and complex problem-solving skills! While not the typical path, it is what makes Jason’s multifaceted background as a natural resource consultant and financial planner a powerful point of distinction he brings to Hausman Advisors. A life-long learner and educator alike, Jason is passionate about helping people discover and act on what is most important to them about their wealth and their lives. His experiences and personality enable Jason to view wealth management with the evidence-based eye of an engineer, with an extensive background in asking, “Why is this so?” and “How can we make it better?”
At Hausman Advisors
Jason is managing principal and financial planner who serves our clients as their Personal Wealth Engineer. Together, he and Karen help clients create and follow their personalized financial life plan, supported by our evidence-based investment strategy.
Prior Experience
For a decade prior to becoming a financial professional, Jason was a fishery scientist and natural resources consultant, working for a globally recognized river engineering firm based in Hood River. After transitioning to financial planning in 2005, Jason became a financial advisor as a registered representative for a regional broker/dealer. He merged businesses with Robert Hausman in 2008 when he formed Hausman Advisors and assumed management of the combined firm.
Education and Credentials
Jason holds the CERTIFIED FINANCIAL PLANNER™ designation and is a member of the National Association of Personal Financial Advisors (NAPFA). He received a Master of Science in Personal Financial Planning (MSFP) from Kansas State University, a Bachelor of Science degree from the University of Idaho, a Graduate Certificate in Financial Therapy from Kansas State University, and an Executive Certificate in Financial Planning from the Pamplin School of Business, University of Portland.
Karen Hausman Smith, MBA, CFP®
The Big Picture
Karen further seasons the special mix that is Hausman Advisors by contributing her own science and technology background, with an MBA business sense. Together with Jason, Karen offers an “un-sales” level of care for individuals who appreciate thinking methodically about financial concepts such as risk and reward, and who relish a strategy based on combining empirical evidence with highly personalized attention.
At Hausman Advisors
Karen is in charge of the operations for Hausman Advisors and serves our clients as their Personal Wealth Engineer. Together, she and Jason help clients create and follow their personalized financial life plan, supported by our evidence-based investment strategy.
Prior Experience
Karen started her career in a white lab coat, working in a pharmacology research lab at Oregon Health & Sciences University before transitioning into business. Karen brings 11 years of experience in the technology field working for Intel, Passport Online and most recently as co-founder and managing principal of CentralPoint Systems. Her roles at these organizations included overall business strategy, marketing, sales, product development, and financial management.
Education and Credentials
Karen holds the CERTIFIED FINANCIAL PLANNER™ designation and is a member of the National Association of Personal Financial Advisors (NAPFA). She received her Master of Business Administration (MBA) degree from Portland State University, a Bachelor of Arts degree in Biology from The Colorado College and an Executive Certificate in Financial Planning from the Graziadio School of Business and Management, Pepperdine University.
The Hausman-Smith Household
When Karen and Jason aren’t working, they spend time with their two children enjoying the many outdoor activities that the Columbia River Gorge offers. Both Jason (a fifth-generation Oregonian) and Karen grew up in the Portland Metro area. They relocated to Hood River in 2001, falling in immediate love with the vibrant culture, people and activities that characterize the region. It remains a perfect choice for their family, as they can enjoy their small town while remaining close to Portland and nearby family.
