Jason has had a passion for finance and helping people for as long as he can remember. His grandfather, a blue-collar business owner, taught him the value of money at a very young age. After seeing the impact bad financial advice had on family members, Jason decided to pursue a career as an advisor to help clients become financially prepared for the future.

He started his career as a financial advisor after graduating from Western Michigan University with a bachelor’s degree in finance. Jason spent the first three years of his career at a small boutique firm, focusing on fee-based comprehensive planning. He went on to work at JPMorgan Chase and Huntington National Bank, where he spent 15 years advising high net worth clients.

Outside of work, Jason enjoys traveling, being involved in his three children’s extracurricular activities and enjoying the outdoors with them, and playing with the family’s three Great Danes.