Client Advisory


Jason is a Principal in the Louisville office, where he has over 10 years of experience in tax planning and compliance. His specialty is tax planning for small- to medium-sized, multistate businesses.

Prior to joining Cerity Partners, Jason served as a Tax & Business Advisor on the Business Tax Planning and Compliance Team at ARGI Financial Group. Earlier in his career, Jason worked as a Senior Associate for a regional public accounting firm. With an overwhelming desire to seek larger opportunities, he left public accounting and joined the tax planning and compliance team at Yum! Brands. Jason’s responsibilities included multistate tax planning and compliance for numerous disregarded entities as well as leading the domestic compliance efforts for several international markets. Ultimately, this experience showed him the importance of the client relationship, which led him to join ARGI in 2018.


  • B.A. in Accounting from the University of Louisville
  • Master of Accountancy from the University of Louisville


  • Certified Public Accountant
  • Certified Exit Planning Advisor

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