Jason has been employed in the financial services industry for over 25 years. He utilizes that ingrained experience to provide exceptional client service during every step of a client’s onboarding and wealth management process.
Jason resides in Emmaus with his wife, Julie; teenage daughter, Jillian; and hike-loving silver labrador, Jaycie. He serves his community by volunteering with United Way of the Greater Lehigh Valley. His interests include tennis, golf, travel, reading and – as a Florida native – boating, fishing, and watersports, and is a long-suffering Miami Dolphins fan.
Education:
- University of Florida – B.A. in Advertising
- University of Tampa – MBA
