Helping business and families secure their financial legacy has been at the crux of Jason’s life work. A commitment to serving his clients with unwavering leadership has led Jason to the top of his profession as a financial advisor. Jason and his team of advisors work tirelessly to ensure that their clients life goals are kept in focus while keeping abreast of ever changing opportunities. For over 20 years Jason has reaped the personal satisfaction of being looked at as the trusted source in his clients financial future.

Keith founded Dudum Financial with the idea that a benefits provider could transcend the ordinary and deliver to its customers an experience uncommon in the insurance services industry. Focusing on the passions that drove him as an individual, Keith developed unique programs that brought innovation, cost-effectiveness and world class customer service together. Today Dudum Financial is the industry leader in employee benefits for the golf and private club world, much as Keith had envisioned nearly two decades ago.

Working to ensure that the client experience at Dudum Financial is unequaled, Mike runs the day-to-day operations of the firm from our corporate office in the San Francisco Bay Area. With steadfast dedication and meticulous attention to detail, Mike has helped build a team of experts that operate in synchronized excellence.