Jason serves as a Managing Director with Creative Planning, Inc., working directly with clients to develop a cohesive strategy to help meet their most complex goals and financial needs. Jason leads a team in providing comprehensive wealth management services to his clients, including investment management, financial planning, charitable planning, retirement plan consulting, tax, and estate planning services. Jason also serves on the firm’s investment committee.
Jason has spent over 18 years in the wealth management industry, helping his clients navigate through some of the worst markets on record. Prior to joining Creative Planning, Jason worked for a major financial services firm as Vice President within their Private Client Group. While there, he was the recipient of many awards including the highest honor of President Circle (Top 5% in the company).
Jason graduated from the University of Cincinnati with a degree in Finance and worked his way through business school earning an MBA from the University of Michigan’s Ross School of Business. In addition, he holds the CERTIFIED FINANCIAL PLANNER™ certification.
Jason is married to Ileana and they have two children, Arielle and Jordan.