With over 15 years of experience in the banking and financial industry specializing in retirement planning, Jason is in high demand. His engaging and friendly personality makes it easy for you to communicate your goals to him. Jason enjoys working with each client to ensure that their portfolios are designed to meet their unique financial situation, lifestyle and risk tolerance. His roots in financial planning are integral for our team’s wealth planning strategies. During his spare time he enjoys playing sports and spending time with his young family.