Jason is a dedicated Wealth Planner with more than 20 years of experience in the financial industry. He began his career in operations, eventually becoming the Director of Operations of a firm with over $5 Billion in assets under management. Wanting a deeper sense of connection and purpose led him to pursue and provide Financial Planning on an individual level. Jason is passionate about understanding client goals, conducting in-depth analyses, and developing strategies to achieve positive outcomes. His aptitude in connecting foundational principles and everchanging and relevant market insights has positioned Jason to lead and support discussions in optimizing financial portfolios and retirement plans of numerous clients. He also has considerable knowledge of Federal Benefits and extensive experience executing charitable financial strategies. Outside of work, Jason enjoys spending time with his family, cycling, and playing volleyball and disc golf.