Principal/President/Director of Financial Advisory Services
Jason knows that his clients put more than their hard-earned money in his hands. They deposit their trust and hand him the keys to their future dreams and aspirations. That’s why Jason sees his client relationships as deeply personal. Clients appreciate his passion and commitment to do whatever it takes to help them along their path, including minimizing their tax liabilities.
For Jason, nothing is more gratifying than making a positive impact on others’ lives, and he uses his skill, judgment and dedication to do right by his clients every day.
Outside the office, Jason is passionate about his Chicago sports teams. He enjoys playing sports with his daughter and spending time with his family and friends.
CFP®, Accredited Asset Management Specialist, Chartered Mutual Fund Counselor
Bachelor of Science in economics – Michigan Technological University