Jason brings over 21 years of experience in the financial industry and a deep passion for helping clients find peace of mind in their financial lives. He works closely with individuals and families to align their goals, protect what matters most, and make confident, informed decisions about their future.
Grounded in communication and trust, Jason builds lasting relationships that grow throughout the comprehensive planning process. His thoughtful approach ensures that each client feels supported, understood, and empowered every step of the way.
Jason earned his Bachelor of Science degree from Penn State University and his MBA from the University of West Florida. He is an active member of the Las Vegas Chamber of Commerce and supports several nonprofit organizations throughout the Las Vegas Valley. Originally from Tampa, Florida,Jason now calls Las Vegas home, where he lives with his wife and two daughters.In his free time, he enjoys traveling, golfing, and playing softball, and remains a loyal Tampa Bay Buccaneers fan.
A consultation call is a discovery process. A way for advisors to capture your full financial picture. By the end of the meeting, you'll have more clarity of your finances, our financial planning process, and the next steps to securing your financial future.
