About us

Jason focuses on learning about his clients’ family picture, immediate financial needs, future aspirations and creates a customized investment plan to guide them toward their goals. He and his team pride themselves on providing a holistic approach to the client experience that includes working collaboratively with clients’ attorneys and CPAs, helping multiple generations within families and meeting regularly with clients to review and update their wealth plans.

Jason grew up wanting to be a doctor, but he became interested in economics while earning his bachelor’s degree at the University of Florida. After college, Jason helped his uncle run a family business before deciding to use his financial knowledge to help other business owners grow and preserve their wealth. Jason began his career in San Francisco at the peak of the tech bubble in April 2000. Since then, he has helped guide his clients through the 2008 global financial crisis, the 2011 Treasury downgrade, Brexit, COVID-19 and the 2022 inflation crisis. During that time, Jason earned the CERTIFIED FINANCIAL PLANNER® designation in 2007, the Certified Private Wealth Advisor® designation in 2018 and the Certified Exit Planning Advisor designation in 2016, which focuses on helping business owners plan for the day when they will exit their business through a sale or transfer to their family, a key employee or an employee stock ownership plan (ESOP).

Jason and his wife, Leigh, have two children, Reagan and William. Jason is active in the Sarasota community. He and his wife support Dogs Inc., Easterseals, Church of the Redeemer and Women in Philanthropy. Originally from Michigan, Jason is still an avid fan of University of Michigan football and his beloved Detroit Tigers.