EDUCATION, CERTIFICATIONS, AND DESIGNATIONS
About
As an analyst on the Retirement Plan Consulting Team, Jason is responsible for working closely with our consultants to provide day-to-day client support. In his previous role as an auditor, Jason developed project management skills, a high level of attention to detail, and a deep commitment to fostering positive relationships with clients.
Jason has a passion for continued learning and serving others. He is an active member of his community, providing basketball training for kids and lending advice on college decisions. Jason enjoys spending time with his family and friends, traveling, hiking the great outdoors, and is an avid basketball player, having played four years at the collegiate level.