Professional
If Jason does one thing exceptionally well… it’s planning. Jason is a natural born planner, and at times, perhaps even an over-planner. A quality that may drive his wife a little crazy, but one that has proven invaluable to the clients he works.
When it comes to his clients, Jason refuses to leave a single stone unturned -- helping to craft a sturdy and smooth walking path to brighter financial futures for his beloved clients.
Jason has been a part of Northwestern Mutual since 2001, and for 16 years he has held multiple roles within the highly respected financial planning firm.
Today, as one of Northwestern Mutual’s most highly sought after financial advisors, Jason works with business owners, physicians, C-Level executive, directors, attorneys and CPA’s in the Philadelphia area to craft financial plans that work for them.
Jason believes every American family deserves to have a financial plan and someone to hold them accountable to that financial plan -- and he seeks to be the individual that does both.
Not only does Jason take pride in creating world-class financial plans for the professionals he works with, but he wants to educate them on the areas of finance that the majority of the population know nothing about.
Jason is more than just a financial advisor -- he is a friend, a coach, a teacher and a support system to his clients.
CERTIFIED FINANCIAL PLANNER™ Certificant or CFP® Certificant: Sponsored by the Certified Financial Planner Board of Standards, designees complete a curriculum of study and pass a comprehensive examination regarding the financial planning process, tax planning, estate and retirement planning, investments and insurance; meet experience and continuing education requirements; and comply with the CFP Board’s Code of Ethics and Professional Responsibility.
Chartered Life Underwriter® (CLU®): Sponsored by The American College, designees complete eight college-level self-study courses related to life insurance, insurance and financial planning, and estate and business planning; meet experience and continuing education requirements; and comply with the college's Code of Ethics.