Jason's experience, education and professionalism have fostered his comprehensive approach to offering financial services, products and advice to his clients. His commitment to professional education is evidenced by his Chartered Financial Consultant designation (ChFC®), which he earned in 2015.
With over a decade experience in the financial services industry, Jason holds the Chartered Financial Consultant (ChFC) designation and is currently in pursuit of the Chartered Life Underwriter (CLU) designation.
A graduate of Pennsylvania State University (2007), Jason entered the financial services industry directly out of college. He spent eight years in private practice with Keystone Financial Management prior to joining Client 1st.
In 2017, Jason joined the team at Client 1st Financial. He currently handles the Comprehensive Financial Planning division, which centers on helping clients realize their needs, wants, and wishes above all else. Jason helps bring technology and experience to the financial planning process on behalf of clients.
His first objective is to truly understand client's goals and values in a way that can only be achieved by developing a deep, long-lasting, client centered relationship. Secondarily, he seeks to make the process much more streamlined and less overwhelming for clients.
Jason relocated to the Lehigh Valley in 2017 with his wife, Jessica and his two young children, Sophia and Jacob. Jason enjoys spending time with his family, exercising and completing home improvement tasks around the house.