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 a Past President of the Alzheimer’s Association of Greater Cincinnati and a 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)