Meet Our Team
Financial Planning Services Manager
Jason takes great pride in being able to meet with clients, walk them through a financial plan that excites them and helping them fully understand what retirement and other future goals will look like.
A graduate of the University of Cincinnati with a Bachelor’s of Science degree, Jason then obtained a Certificate in Financial Planning from Xavier University. He is a CERTIFIED FINANCIAL PLANNERTM professional and has 10+ years of experience working with high net worth clients, providing comprehensive financial planning strategies. His focus is leading clients through retirement planning, estate planning and education planning.
Jason is the past chair of the Professional Leadership Network and works closely with Dan Beard Council, Boys Scouts of America in Cincinnati. He also served on the Boy Scouts of America Festival of Fireworks planning committee since 2013.
A native of Philly, Jason’s favorite pastimes include hunting, fishing, golfing, and spending time with friends and family. He and his wife have two children.
Certified Financial Planner Board of Standards Inc. owns these certification marks in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.Email Jason