Jason has over 20 years of managerial and customer service experience. With a proven track record in both managerial and customer service roles, he brings a unique blend of leadership and client-focused expertise. Jason’s experience has honed his ability to understand and anticipate client needs, build strong relationships, and effectively guide teams to achieve outstanding results. He is passionate about utilizing these skills to contribute to the firm and helping clients navigate their financial journeys with confidence and clarity.
He loves spending time with family and friends. He also enjoys boating, traveling, and being outdoors. Fun facts, he preaches once a month at his long-time family church and does not know a stranger.