Kacie Jason is a Vice President at Dimensional Fund Advisors and a leader in the firm's personalized investing and tax-aware solutions business. Recognizing early that advisors were increasingly seeking greater flexibility, customization, and tax management within client portfolios, she helped champion the evolution of Dimensional's managed account platform and built a dedicated effort focused on advisor education, adoption, and growth. Today, Kacie serves as a bridge between advisors, product teams, and firm leadership, helping ensure advisor and client needs are reflected in product development and business strategy. She is also one of the firm's leading educators on tax-aware investing, representing Dimensional Fund Advisors at industry conferences, advisor events, webcasts, and client engagements.