Jason works in the Individual Services Division at TriBridge as the Director overseeing a highly trained team of financial planners, advisors, and staff. Jason also handles direct client work for many of our complex asset and wealth management clients. Through his highly specialized training and experience, Jason helps clients to define their long-term goals and to develop a complete and holistic plan of action to help them meet those goals. He brings value to his clients by providing them with a framework within which to make financial decisions without imposing personal prejudices.
Jason’s strong background in finance and his affable style facilitate his communication with clients about financial markets and the risks and rewards of investing. He is a CERTIFIED FINANCIAL PLANNER™, is tremendously professional, and he puts all investment recommendations within the context of an overall financial plan.
Jason serves as a member of the Fallston United Methodist Church Finance Committee. He enjoys playing tennis, and spending time with his wife and two children.
Professional Affiliations & Education:
- CERTIFIED FINANCIAL PLANNER™
- FINRA Series 7, 24, 66
- Masters in Business Administration, Concentration in Finance, Merrick School of Business, University of Baltimore
- Bachelor of Arts, Business Administration and Finance, Loyola College of Maryland