Throughout Jason’s extensive career in the Financial Services industry, he has always maintained a focus on outstanding client service.
“Most advisors in this industry have access to roughly the same type of products and solutions as everyone else. The only way we can truly set ourselves apart is by focusing on the individual needs of every client and giving them the outstanding client experience that they deserve.”
He wants to serve clients who value holistic financial planning as he believes this is the most rewarding experience clients can have as they build towards, and ultimately realize their goals and dreams; not to be measured by percentages and dollar signs.
Jason grew up in Cincinnati and graduated with a Bachelor of Science degree in Mechanical Engineering from the University of Cincinnati in 2000. His first career was in the medical device industry, but his passion for numbers and problem-solving combined with his enjoyment of working directly with clients led him to the Financial Services industry in 2005. He and his wife, Robyn, met in college, were married in 2007, and started their family in Cincinnati before relocating to the Youngstown area in 2012. They now have three beautiful daughters who keep them constantly running between cheerleading competitions, dance recitals, and the myriad of other activities they are involved in. When he’s not working with clients, Jason loves traveling, playing soccer, and golf, being outdoors, and rooting for his hometown teams: Cincinnati Bengals, Cincinnati Reds, FC Cincinnati, and his alma-mater Cincinnati Bearcats!