Jason began his financial planning career in 2011 when he joined Prudential Financial. His areas of expertise include, but are not limited to, high net worth financial planning, executive compensation planning, and investment advisory. He graduated from Holy Family University in 2012 with a Bachelor of Science in Business Administration and obtained his CERTIFIED FINACIAL PLANNERTM designation in 2016. Jason lives with his wife Jennifer and their dog Tasha in Warrington, PA. In his free time, Jason enjoys golfing, working on cars and playing guitar.