Jason earned a BS from University of North Georgia and a MS from Georgia State University. He is a CERTIFIED FINANCIAL PLANNER® Professional and in addition, Jason holds FINRA Series 7 and 66 securities registrations and licenses for life, accident, sickness, and variable insurance products. He is an active member in his community serving on the Board for the Summit Family YMCA and Elevate Coweta Students and is a graduate of Leadership Coweta.
Jason is dedicated to slowing down and having deep discovery conversations with the families he works with. He believes his clients must fully understand what is truly important to them before he can. This valuable knowledge, which he refers to as their Statement of Financial Purpose, allows him to create custom financial plans that are intimate to them. Jason prides himself on thinking outside-the-box when designing these financial plans, which incorporate retirement, estate, insurance and tax planning, among others. He works tirelessly and strives to deliver massive value to his clients as they move through the stages of life.
Jason resides in Newnan, Georgia with his two sons Chase and Jett. He enjoys cycling and all else outdoors.