Jason came to the firm in August of 2014 as a senior wealth advisor. He has worked in the financial services industry since 1998, specializing in trust and estate planning, investment advisory, and business development. Jason’s broad experience in wealth management includes advising high net worth individuals and families, institutional investors, business owners, and not-for-profit organizations. Jason also has extensive knowledge of retirement planning, asset allocation strategies, and risk management.
Jason earned his MBA degree and a BBA degree in trust management from Campbell University in Buies Creek, NC in 1998. He also holds the FINRA registration series 65 as an investment adviser representative and the accredited investment fiduciary® (AIF®) designation. Jason has a life and health insurance license.
Jason’s wife, Jennifer, is a teacher in the lower school at St. Paul’s School. Jason and Jennifer have two sons, Maddox and Levi. Jason enjoys coaching his two sons in various sports and is an active board member of the Lutherville-Timonium Rec Council.
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