Lead Financial Advisor

Jason's Bio

A seasoned professional with over 25 years of experience in financial services, Jason finds immense satisfaction in guiding clients to and through retirement, focusing on leaving them in a better financial position than when they started.

Before joining Strategic Wealth Designers, Jason held various roles in the industry, including an executive position, advisory consultant and in private equity business development. Jason’s broad knowledge across the investment landscape makes him a trusted advisor to his clients, who value his extensive experience and commitment to their financial success.

Jason holds a Bachelor of Science degree in Kinesiology and is licensed in life and health insurance. He has also passed the Series 66 and Series 7 securities exams. His advice to clients reflects his strategic approach to retirement planning: “Defense wins championships! Never underestimate the role safety of principal plays in your portfolio.”

Raised in a family with a strong faith background, Jason is very involved with his church community. He is happily married to Christine, and they are proud parents of four children: Delainey, Bryte, Avery and Kinsey. Their family extends to the animal kingdom with four dogs — Lucy, Cordelia, Josie and Lola — and three Pekin ducks named Brian, Barbara and Bianca. In his free time, Jason is an avid fisherman, wine enthusiast, chef and “Clark Griswold wannabe.”