Let's move forward. Together.

• CO
• FL
• GA
• IN
• KY
• MI
• MO
• NC
• NY
• OH
• PA
• SC
• TN
• VA
• WA

Today, Jason focuses on helping individuals and families manage the many facets
of their often complex financial lives. For each client relationship, Jason takes the
time to understand all you want to accomplish and then helps craft a flexible plan
aligned with where you are and where you want to go, including a retirement on
your terms. Drawing on his in-depth experience, Jason can provide you with the
advice, insights and customized solutions you need to pursue what’s important to
you now and in the future.

Past experience

– Raymond James & Assoc.
– Merrill Lynch
– OneAmerica Financial Partners

Education and credentials

– CERTIFIED FINANCIAL PLANNER Professional™
– Accredited Asset Management Specialis™
– Series 6, 7, 63 and, 65 securities licenses
– B.S., Business Administration - Indiana Wesleyan University

Life

Jason enjoys spending time with his family. He met his wife through their shared
love of music in college. Together they have a son and two daughters, and three
Bernese Mountain Dogs and 3 Standard Poodles. They recently renovated a 40-acre
Amish farm in Richland County in 2021.
Jason is the founding member of the Columbus Chapter of the Indiana Wesleyan
University Alumni Association, volunteers with the Alzheimer's Association, consults
the Humane Society of Richland County's Board of Directors, and sponsors the
Buckeye Chapter of the BMW Car Club of America.
When not helping his clients, you can usually find Jason doing a project around the
farm or driving his BMW 850i Gran Coupe.