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Jason Deshayes

Executive Wealth Advisor specializing in tax-focused financial planning

Cerity PartnersUniversity of New MexicoRaleigh, NC23 Years ExperienceExecutive Level

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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.

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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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Experience

Partner – Wealth AdvisorCerity Partners, LLC · Jan 2020 – Present
CEO and Senior AdvisorCook Wealth, LLC · Jan 2020 – Present
Accounting Advisory Senior Manager/Raleigh Market LeaderElliott Davis, LLC · Oct 2018 – Jan 2020
Senior Manager – Firm ServicesAssociation of International Certified Professional Accountants · Jan 2017 – Oct 2018
Vice President/OwnerButler and Company CPAs, PC · Jan 2008 – Feb 2017
Tax SupervisorPulakos & Alongi, Ltd. · Jan 2006 – Jan 2008
Tax SeniorMoss Adams, LLP · Feb 2003 – Jan 2006

Education

University of New Mexicomaster, Accounting (2004)
University of New Mexicobachelor, Business Administration (2003)

Awards

  • CPA Practice Advisor – 40 Under 40 (2015, 2016, 2017, 2018, 2019)
  • Outstanding Member in Community Service – NM Society of CPAs (November 2012)
  • NM Business Weekly 40 Under Forty (June 2011)
  • Graduate – AICPA Leadership Academy (October 2010)
  • Anderson Schools of Management Young Alumni Award (2006)
  • New Mexico Society of CPAs – Outstanding New Member Award (2004)

Skills

Operations ManagementStrategic PlanningBusiness DevelopmentTeam LeadershipCoachingCross-functional CollaborationStakeholder ManagementWealth ManagementWealth AdvisoryFinancial PlanningTax PlanningTax ComplianceTax Return PreparationTax Return ReviewIndividual Tax Returns

Languages

English

Certifications

Certified Public Accountant (CPA) - NC Certificate #41476Certified Financial Planner (CFP®) - CFP Board ID #356139Personal Financial Specialist (PFS) - AICPACertified Kingdom Advisor (CKA®)

Memberships

  • American Institute of Certified Public Accountants
  • North Carolina Association of Certified Public Accountants

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Connect with Jason

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Typically responds within 24 hours

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Hire with Reval

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Jason DeshayesExecutive Wealth Advisor specializing in tax-focused financial planning