Jason is nationally sought out by other financial professionals, business owners, and successful professionals for his distinct ideas and “out of the box” thinking to financial planning.  Jason combines his formal education in law and business with years of practical experience.  Jason credits much of his thinking to studying the writings and lectures of R. Nelson Nash.  In addition, Jason continues to be a student of Austrian Economics and regularly thinks through the work of Dr. Robert P. Murphy and Carlos Lara.

 Having studied how banks, insurance companies, and brokerage firms market their materials to the public, Jason takes an agnostic approach to financial planning.  Instead of pitting the industries against one another, he brings the power of investments and actuarial science together to help achieve efficient solutions for individual client's objectives.

Jason is an attorney in New York. He is a graduate of Roger Williams School of Law (Juris Doctorate), Dowling College Townsend School of Business (Master of Business Administration), and Hamilton College (Bachelor of Arts). Jason has earned the Retirement Income Certified Professional (RICP ®) designation from the American College. He also holds the CLTC (Certified in Long Term Care) designation.

*Licensed, not practicing on behalf of MML Investors Services, LLC.