As the Director of Wealth Management at WABC Wealth Management Services, Jason specializes in working with individuals, families and business owners to help achieve their ideal financial future. Jason offers his clients over 15 years of experience in advising both individuals and businesses in the various areas of financial planning.
Jason has experience in: wealth accumulation strategies, retirement income solutions, Individual Retirement Accounts (IRAs), employer retirement plans, tax diversification techniques, risk mitigation, education savings programs, pension maximization, net unrealized appreciation, non-qualified deferred compensation, exercising of stock options, retirement plans, and business buy-sell agreements.
Prior to WABC, Jason worked as Vice President at Financial Integrity and at Ameriprise Financial.
Jason is a Certified Financial Planner and a Chartered Retirement Planning Counselor and has passed the FINRA Series 7 & 66 exams and hold state insurance licenses. He is a member of the Financial Planning Association.