Inspired by a strong desire to build deep relationships with people rather than generate a high volume of financial transactions, Jason left a career in commission-based financial services and joined AIS as a salaried planner in 2001. In 2003, he satisfied the education, examination, experience and ethics requirements to be recognized as a Certified Financial Planner (CFP®), in addition to possessing both securities and insurance licenses.
He is our senior planner…and by “senior,” we mean the one with the most gray hair. He is also our visionary. Most new AIS initiatives and processes are fueled by his innate ability to identify and understand relationships among issues, systems and people. He is relentless in his quest to identify the best possible solutions for our clients and refuses to make recommendations unless he’s confident they're the right ones.
Jason is married to Ann, a free spirit and the life of any party, who has become an integral member of the AIS Planning Team. Together, they are raising three children (Ally, Cameron, Ryan) and a darn cute dog, Gus (otherwise and affectionately known as “Meathead”).