Jason brings a strong analytical and problem-solving background to the financial services industry, transitioning from his role as a field engineer at Kiewit—one of North America's most respected engineering and construction firms. With a deep understanding of complex systems and data-driven decision-making, he now applies his experience in helping individuals build and optimize their investment portfolios.
In his current role, Jason focuses on analyzing client portfolios and evaluating alternative investments, including real estate, infrastructure projects, and commodities, to create well-diversified and strategic financial plans.
Jason earned his Bachelor of Science in Mechanical Engineering from Lafayette College, where he served as Captain of the men’s swimming and diving team and was an active member of Delta Kappa Epsilon. Outside of work, he is a certified scuba diver and enjoys competitive cycling, golf, and cooking.
FINRA Series 7 and 66 Securities Registration
Life, Health, and Variable Insurance Licensed