Jason is one of our dedicated client service specialists, ensuring clients receive impeccable administrative support.

Jason finds immense satisfaction in his role, as it allows him to directly assist clients and be an integral part of their financial journeys. From managing insurance applications and assisting with rollovers, Jason is always there to ensure everything is filed correctly, up-to-date, and on time.

Jason holds a Bachelor of Arts in Psychology. His career includes customer service at Amazon and a subsidy of UHG, a US Health Insurance Company.

Outside of his professional life, Jason enjoys singing, voice acting and gaming. He has recently taken up strength training, believing in the importance of maintaining a healthy body alongside a healthy mind. Jason enjoys theatre and musicals, karaoke sessions with friends and pop culture conventions.


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