Jason partners closely with clients to bring clarity and discipline to their financial lives, helping them navigate complex decisions with confidence and align their wealth with both their current priorities and long-term goals. Known for his thoughtful, analytical approach, he provides well-reasoned guidance grounded in deep investment expertise and a steady, measured perspective.

In his role as a financial planner, Jason leads client relationships and facilitates ongoing review meetings, ensuring each plan evolves alongside changing circumstances. As Partner and Chief Investment Officer, he plays a central role in shaping the firm’s strategic direction and chairs the investment committee, where he oversees portfolio strategy and guides the firm’s disciplined investment process.

Jason joined the firm in 1999 and became a Partner in 2007. He holds the CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant®, and Chartered Financial Analyst® designations. In 2016, he was recognized by Columbus Business First as a Forty Under 40 honoree for his professional achievements and contributions to the community, and he has also been recognized as a Five Star Wealth Manager Award recipient for twelve consecutive years.

Jason and his wife, Ruth, both grew up in Mesopotamia, Ohio, and graduated from Ohio Wesleyan University in 1999 before marrying in 2001. They have three children—Jacob, Isabelle, and Nicholas—and enjoy spending time outdoors maintaining their homestead in rural Delaware. As a family, they value time together through travel, gardening, hiking, and supporting their children’s athletic pursuits.

Jason approaches each client relationship with a deep commitment to service and consistency—helping clients stay aligned with what matters most, both today and over the long term.