About us
Meet the Team Behind Your Success
Our purpose is to build authentic relationships and improve the lives of the people we serve by working through their questions and concerns around money and guiding them to financial peace of mind.
Jason Baer, CFP®, CWS®
Partner | Wealth Advisor
I founded Centerpiece Wealth Advisors in 2018, focusing on being available for the families we serve as their most trusted financial advisors. It is truly an honor.
I'm a Certified Financial Planner and Certified Wealth Strategist. My undergraduate degree is in business management and finance. I was fortunate to start my career in wealth management at Charles Schwab in July of 2007. During my tenure at Schwab in Private Client, I led a team that provided comprehensive wealth management to over 200 clients and managed around $550 million in assets.
My wife and I live in Castle Pines, CO, with our son and daughter, Dublin and Finley. We love spending our time immersed in our kids' activities, including soccer, football, gymnastics, swimming, and snowboarding. From time to time I coach my kiddo's sports teams, and I serve as the drummer for our Church's worship band.
Aaron Leatherwood, CPA, CFP®, CWS®, PFS, MS
Partner | Wealth Advisor
Our clients entrust us with their livelihoods. It's a responsibility we don't take lightly.
I'm a Certified Public Accountant, Certified Financial Planner, Certified Wealth Strategist, and Personal Financial Specialist. My undergraduate degree is in accounting, and my master's is in personal financial planning. I was fortunate to start my career in wealth management in 2007. The lessons I learned from experiencing the financial crisis in 2008 are invaluable and provide insights into navigating today's uncertainties. I started my career at a private wealth management firm that was also a CPA firm, where we helped our clients manage their wealth, prepare their tax returns, and structure their estate plans. After about nine years, I joined Schwab Private Client as a Senior Private Client Advisor. During my tenure at Schwab, I led a team and grew my practice to over 200 clients and $700 million in assets.
I live in Castle Pines, CO, with my wife and son. I love skiing, golfing, hiking, trying new restaurants, and being active in the mountains. I also serve on the Porter-Billups Leadership Academy board - an organization committed to fostering leadership and academic skills in young leaders from underserved communities.
Address: 6400 South Fiddlers Green Circle, Greenwood Village, Colorado 80111, United States
Phone:
(720) 642-6610