Jason turned his love of strategy and competition as a kid into a profession in wealth management that is 25 years and counting. He helps educate and empower female executives, medical specialists and business owners through the financial decisions in life – helping build, maintain and distribute their wealth in an efficient manner. As a Portfolio Management Director he develops strategies striving to grow and preserve the assets under his care during economic expansion, contraction or turmoil. He is a Chartered Retirement Planning Counselor and Financial Advisor who has predominantly served the west coast and south Florida. As an early adopter of work-from-home 8 years ago he has been able to break down those geographical borders and manage through the current pandemic with little disruption.
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