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Biography

Jason is a Principal in the Bowling Green office, where he works alongside a team that helps provide financial clarity for individuals and businesses through comprehensive, integrated financial services. He works with clients from all walks of life, but he focuses on employees of Johnson & Johnson, assisting them in making the most of their complex benefits as they relate to their overall financial plan.

Prior to Cerity Partners, Jason was a Financial Advisor with ARGI Financial Group where he started in 2015. Before ARGI, he spent five years with Dell Services assisting medical professionals with technology training and problem resolution.

Jason is a husband and a proud father of four boys. He enjoys escape rooms, disc golf, traveling, and family game night.

Learn more about my practice.

Education

  • B.S. in Finance from Western Kentucky University

Highlights

  • CERTIFIED FINANCIAL PLANNER®

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.