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.