Jason is a financial consultant, investment advisor and insurance specialist with more than 25 years of experience working with high-net worth clients, including physicians, professionals and their businesses.
Jason is a co-author of more than a dozen financial resources, including Wealth Planning for the Modern Physician, Wealth Management Made Simple, and Risk Management for the Practicing Physician, a Category 1 CME-certified monograph. He has also authored numerous articles and presented lectures, web seminars and podcasts on investment management, retirement planning and a broad scope of financial topics. He has been recognized by Medical Economics as one of the “Best Financial Advisers for Doctors” (2002, 2004, 2006, 2008 – 2013) and by Cincinnati Magazine as a “Top Wealth Manager.”
Jason is the Immediate Past President of the Alzheimer’s Association of Greater Cincinnati and the Past Chairman of the Advisory Board of Partners Financial (an NFP company). He served on the AALU Board of Directors and is a member of the Financial Planning Association and Cincinnati Estate Planning Council.
The Ohio State University
BA in Economics
College for Financial Planning
MS in Financial Planning
Chartered Wealth Manager (CWM)