With 25 years of experience in the financial services and wealth management industry, Jason is dedicated to providing clients with personalized recommendations based on individual circumstances and goals. In addition to serving individuals and families, Jason is dedicated to his institutional and 401(k) plans/participants. 

Having worked through multiple market cycles, Jason’s goal is to help manage the risks of his clients based on their tolerance by staying connected with them on major life changes. He also enjoys helping educate institutional client participants on the value of using company retirement plans toward achieving their future retirement needs in a cost effective and streamlined manner.

Jason graduated cum laude from Liberty University with a Bachelor of Science in finance. He holds the designation of Chartered Retirement Planning CounselorSM (CRPC®).

Before working in the financial industry, Jason performed nationally on Broadway and television on Disney Channel’s Mickey Mouse Club where he spent three seasons on air. After having the opportunity to travel the country doing national tours of Gypsy and Sound of Music, Jason settled down in the middle Tennessee area where he has lived for over 28 years. He spends his free time with his wife, Amanda, their three children and grandson—going to and from plays, rehearsals, ball games and practices. He loves spending time with his family and volunteering at their church youth group, as well as coaching his kids in their various activities. Jason is also a member of the Screen Actors Guild and the Actors Equity Association.