Belief: Money should support a meaningful life, not complicate it.

  He began his career in 2011 and holds distinguished credentials including the Accredited Investment Fiduciary (AIF®), Accredited Portfolio Management Advisor (APMA™), and Certified Exit Planning Advisor (CEPA®) designations.

  He wrote beyond the numbers to give people a clearer way to think about retirement and financial planning, one that goes deeper than spreadsheets, markets, and projections. His mission is to remove doubt, provide direction, and help you build a future you feel excited about.

This led him to create the Values-First Financial Framework™ a comprehensive 5-step structured approach that goes "beyond the numbers" and traditional financial planning. 

  Outside of work and volunteering, Jason stays active and adventurous. He’s a lifelong skier (former ski instructor), enjoys boating on Lake Michigan, plays beach volleyball and squash. When he’s home in Chicago, you’ll likely catch him exploring new restaurants or taking advantage of everything the city offers, especially in the summer.