Jason began his career in financial services over 15 years ago. Prior to joining the team at TriFound, he worked at both SunTrust Wealth Management and Morgan Stanley. While he has a passion for capital markets and the opportunities they present, Jason understands that comprehensive planning is the key to personal financial success. A graduate of the University of Florida, Jason has an MBA in finance. He is also a CERTIFIED FINANCIAL PLANNER™ professional.

Jason has lived in Florida for 30 years. He and his wife, Jill, are both are from Long Island, New York. They have two children, Matthew and Cate. Jason is a big fan of the Oracle of Omaha, Warren Buffett.

Favorite quote: “Only when the tide goes out do you discover who’s been swimming naked.” — Warren Buffett

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