Jason is an Air Force veteran and has been a Registered Representative since 2011. He has completed the Accredited Portfolio Management Advisor? designation from the College for Financial Planning.
Jason brings technical expertise in portfolio construction and project management. He strives for excellence in workflows and procedures in order to create a seamless client experience.
Jason and his wife Kelly have been married for 23 years and have three boys. One is in the Air Force while the other two are currently attending high school. He enjoys the outdoors, traveling and fine dining.