Jason is a goal-oriented advisor who values exceptional customer service. Prior to joining Stock Yards, Jason has worked for both large and small corporations, but consistently takes a personalized, tailored approach when it comes to client investment planning.
In 2020, Jason was the Top Private Wealth Management Sales award winner, and currently specializes in charitable and individual trust accounts, irrevocable life insurance trusts, investment and IRA accounts.
Jason has over 13 years of industry experience and is a Certified Financial Planner™ as well as a Certified IRA Services Professional. Jason earned his Bachelor of Science in Business Administration from Georgetown College and his Master of Business Administration from Indiana Wesleyan University.
Currently residing in Midway, Kentucky, Jason and his wife have two boys and a family lab named Scout. He loves spending time outdoors, hiking, skiing, whitewater rafting, and hunting.