Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Partner & Market Leader
Louisville
Client Advisory
Jason is a Partner and Market Leader in the Louisville and Elizabethtown offices. He has more than 16 years of experience in the financial services industry helping individuals and families achieve financial success. Jason is involved in the development and launch of corporate client relationships.
Prior to joining Cerity Partners, Jason was the Vice President of the Personal Planning Division with ARGI Financial Group. He was responsible for strategic planning and driving new business development for the division. As an advisor, Jason built deep connections with individual clients and corporate partners. He also served as a member of the senior leadership team and board member for ARGI, where he was a involved in strategic firm growth and corporate management.
Jason is an avid outdoorsman and enjoys hiking and hunting on his family farm in Kentucky.
Partner
Partner & Practice Leader
Associate
Principal
Senior Associate
Senior Principal
Partner & Director of Private Direct Investments
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Partner & Chief Equity Strategist
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