Jason has been a financial advisor for over 23 years. He is passionate about helping clients pursue their financial goals. It is his mission to help clients plan and prepare for their retirement and ensure they have the resources needed later in life.
Jason graduated from The University of Rochester majoring in Economics with a minor in Finance. He also holds his Series 7 Securities License, Series 66 Securities License through LPL Financial, and Life Accident and Health Insurance License.
He currently resides in Webster with his wife, their three daughters, Sienna, Julia, Olivia, and dog Luna. In their free time, you’ll find Jason and his family spending time at their cottage on Cross Lake, Hiking, Cross Country Skiing, and visiting National Parks.