Jason is a financial professional passionate about helping others achieve fiscal success through financial literacy. In his practice, he takes great care and attention to get to know his clients, what they value and what their vision is for their future. Once he understands his clients’ needs and desires, he utilizes a holistic planning process, with comprehensive resources at his side, to educate, motivate and inspire his clients to take action regarding their financial future.
An active member of the Montgomery County LGBT Business Council and the Independence Business Alliance-Greater Philadelphia LGBT Chamber of Commerce, Jason works with business owners and families of all dynamics, specifically focusing on those in the LGBTQ community, to create comprehensive and customized strategies that help his clients effectively accumulate, protect, distribute and transfer their assets in the most tax efficient manner possible. His personal mission is to be a positive and authentic example to others so that they can live a comfortable, open and fulfilled life.
Jason resides in Eagleville, PA with his husband, Stephen.