Client Advisory


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.


  • B.S. in Finance from Western Kentucky University



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