As a Senior Wealth Planner and CERTIFIED FINANCIAL PLANNER™ professional, Jason works directly with our Wealth Management clients in personalized financial planning needs. From planning for retirement and saving for education to effectively managing taxes, estate planning, and insurance, he consults with clients to develop plans to help them pursue their goals.
A graduate of Texas A&M University with a degree in architecture, he attended the Rhode Island School of Design as a Master of Architecture candidate before transitioning into a career in wealth management. He brings nearly a decade of experience in the financial services industry to his role at NWCM.
Outside of work, Jason is passionate about woodworking. He once owned a woodworking business where he created handmade humidors! And though he no longer runs that business, he is still an avid woodworker. He also enjoys gardening and cooking with his fiancé, Bianca.