Meet The Team

Jason is a seasoned independent advisor with more than two decades of experience working with high net worth business owners and retirees.  He has a law degree and a master’s degree in taxation.  He uses his background and experience to help clients navigate estate planning pitfalls and provide well-crafted investment strategies, going beyond what he feels are the all too common sales and commission based shortcomings that underserve the investing public.  Attention to detail and staying abreast of ever changing laws and regulations are paramount to delivering a customized plan that works for each client.

When not in the office, he’s on the road seeing clients and driving somewhere between the Lehigh Valley, Philadelphia and Manhattan.  Lots of windshield time drinking Dunkin Donuts coffee and listening to the comedy channel.

Jason grew up in Allentown Pennsylvania and currently resides in Bridgewater NJ with his wife Kimberly and their two children, Jack [age 7] and Sienna [age 10].  Like most busy parents, his weekends are filled with running around with the kids and spending what feels like an eternity at soccer tournaments watching the kids’ games.  When not on the sidelines, Jason can be found coaching Jack’s baseball team and Sienna’s basketball team.

*Licensed, not practicing

Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3,868 New Jersey wealth managers were considered for the award; 664 (18 percent of candidates) were named 2017 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

Julie joined Duncan Financial Group in September 2010 as an administrative associate. In this role, she handles a number of operational duties, from fielding telephone inquiries to researching special projects that are both client and technology related. Prior to joining DFG, Julie worked for three years as a customer service representative for a small family-owned business.

Her family includes her husband, Dave; two children; and a lovely daughter-in-law. In her free time, she is actively engaged in community service and enjoys socializing with friends and family, cooking, playing with her dog, and learning new things.