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, New Jersey, 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