Jason brings more than 24 years of experience in the financial services industry to his role as a Financial Advisor. He believes effective financial planning means looking at his client's financial life as a whole and understanding how each piece fits together.
His approach centers on five key areas: retirement planning, risk management, tax planning, estate planning, and after-tax investment strategies. By considering these areas together, Jason helps his clients develop thoughtful strategies designed to preserve their wealth and support their long-term goals.
Protecting what his clients have worked hard to build is a priority for Jason. As a licensed Life and Long-Term Care Insurance Agent, he helps clients prepare for life's unexpected events with strategies that complement their broader financial plan.
Originally from Northern New Jersey, Jason attended the University of Rhode Island, where he studied Sociology and Business Management. That background sparked his interest in the relationship between people, businesses, and the broader economy, a perspective he continues to bring to his work with clients today.
While attending the University of Rhode Island, Jason met his wife, Kristen. They recently celebrated 30 years of marriage and enjoy maintaining an active lifestyle together. Outside of the office, Jason enjoys golf, tennis, pickleball, and traveling with Kristen and their two adult children.