Jason Foster, JD, AEP®

I joined Peak in late 2023 as the Director of Wealth Strategies and Legacy Planning, and became a partner at Peak in early 2026.

After graduating from Drake Law School and passing the bar exam in 2003, my professional journey began as a practicing attorney in Minnesota. Starting in 2005, I owned and operated a law practice for over 10 years, representing hundreds of clients in the areas of estate and tax planning, real estate and bankruptcy law. After arriving in Colorado in 2015, I pivoted into the wealth management industry and found a natural synergy between practicing law and consulting with clients on advanced financial planning matters.

Prior to joining the team at Peak, I worked at Colorado Financial Management (now part of Lido Advisors) for approximately 6 years as their Director of Financial Planning. Managing a team of financial planners, we handled complex financial, tax, estate and trust planning for clients, focusing on providing actionable solutions in assisting clients with accomplishing their objectives. I now provide the same holistic and integrated services for Peak’s clients. For me, there is nothing more satisfying than being a fiduciary and simplifying the complex for clients.

In early 2023, I obtained the Accredited Estate Planner designation for having over 15 years of experience dedicated to estate, trust, legacy, philanthropic and business succession planning. I maintain my Colorado law license and am active in the Colorado Bar Association and on the Boulder County Estate Planning Council.

I have an incredibly successful, supportive and loving wife, four fairly rambunctious children, two dogs, a cat, and all kinds of fun and chaos at home. We love to spend time in the mountains skiing at Monarch, getting lost on trails, climbing 14ers, kayaking and paddleboarding. I enjoy traveling and sports, and have spent a considerable amount of time over the years as a volunteer coach for my children in football, baseball, softball and basketball. One of my children has a disability, so I stay very involved in the disability community, serving on the Board of Directors at the Colorado Fund for People with Disabilities, and as a volunteer coach for Colorado Special Olympics.