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JD
Jason Deshayes
Executive Wealth Advisor specializing in tax-focused financial planning
Raleigh, NCPartner – Wealth Advisor23 years experienceExecutiveFinancial ServicesWealth ManagementAccounting
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About
Operations-focused advisor who has helped organizations scale through major transitions (including doubling headcount and moving from fully remote to hybrid) by implementing structured scheduling, space planning, and documented processes. Uses EOS/Level 10 to drive accountability and execution, and has mentored a young executive team through role definition, ownership transfers, and exit planning culminating in a $12M sale.
Experience
Partner – Wealth AdvisorCerity Partners, LLC
CEO and Senior AdvisorCook Wealth, LLC
Accounting Advisory Senior Manager/Raleigh Market LeaderElliott Davis, LLC
Senior Manager – Firm ServicesAssociation of International Certified Professional Accountants
Vice President/OwnerButler and Company CPAs, PC
Tax SupervisorPulakos & Alongi, Ltd.
Tax SeniorMoss Adams, LLP
Education
University of New Mexicomaster, Accounting (2004)
University of New Mexicobachelor, Business Administration (2003)
Key Strengths
- Scaled internal operations through rapid growth (doubled headcount) and remote-to-hybrid transition
- Designed and iterated hybrid schedules based on team overlap needs, meeting load, and office capacity; quarterly re-evaluation
- Creative space/meeting-room constraint management with strong change communication and team-sourced solutions
- Built scalable process improvement approach: team input, triage, documentation, and structured group problem-solving
- Standardized inconsistent new-client onboarding into a checklist-driven process, reducing meetings and improving client experience
- Mentored and aligned executive teams using EOS and facilitated open discussions to reconcile conflicting exit/growth objectives
- Supported a consulting firm’s leadership through growth to a $12M sale over 7 years (roles, ownership transfers, exit planning)
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