Meet the Partners

Throughout Jason’s career as a Financial Advisor, his goal has been to help clients make informed financial decisions regarding financial strategies that help meet their individual needs and objectives. Taking each client’s risk tolerance and individual values into consideration, Jason works to coordinate investment strategies, protection strategies, savings techniques and retirement distribution options through a wide array of financial services and products.

A graduate of James Madison University, Jason has made it his mission to help clients become more knowledgeable of financial options and to help them protect themselves against market volatility and wealth eroding factors. Jason believes that to be most effective, money must work efficiently.

Through detailed analysis of the client’s current situation and future goals and through careful implementation of appropriate strategies, clients can be prepared to respond to changing tax laws, inflation, technological change, interest rates and other factors.

Prior to his career in Financial Services, Ted managed and directed the activities of a small business in Virginia for nearly 20 years. Ted brings a practical, analytical and common sense approach to financial services. As Vice President & General Manager, he learned (and lived) the importance of thoughtful strategizing to make effective decisions and to implement appropriate strategies.

His business experience can help you understand the value of solid employee benefit programs for individuals and their families and the need to retain key employees. He knows that financial strategies that reach far into the future must be based upon solid principles and thorough analysis.

Because Ted listens, he is able to take into consideration the many factors that can affect each decision. His clients appreciate his combination of realistic analysis and creative approaches to challenges, as well as his honesty and integrity.