Jason, a native of Florida, attained his undergraduate education from the University of Florida (B.A. Sociology 1995). Jason then went onto business school to earn his MBA (Finance Concentration) from the University of Central Florida. In addition to his graduate studies in Business and Finance, he taught several undergraduate finance lab classes at UCF.
Jason’s financial career began in the banking industry immediately after graduating with his MBA. He continued in banking and Private Wealth Management for seven years before joining the SmartWealth team..
Jason takes pride in the relationships he builds with his clients who know their best interest is his top priority. He thrives on educating his clients while tackling their most pressing issues. He also cares a great deal about the community in which we live and work. In the past, Jason served on the Board of Directors for the local JCC, has served on the campaign cabinet for Heart of Florida United Way, and continues to be very active with the UCF Alumni Association, volunteering regularly. For his history of community service, Jason received a Jefferson Award for Public Service at a ceremony held at UCF in 2011. Jason married his loving wife, Erika in 2006 and they love spending time together with their two sons.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian, CA insurance license #0H96412.