While Jason’s intellectual enthusiasm for finance—stocks, bonds, the intricacies of how a dollar grows—is an asset to his clients, his true passion lies with people. Beyond mere money management, Jason sees his calling in working with clients to understand what is most important to them, then motivating them to take meaningful steps to get from point A to point B. He has a singular focus on creating a relaxed and open experience. It is important that clients feel comfortable sharing the intimate details of their financial lives with the objective of executing on their goals.

Outside of the office, Jason enjoys relaxing at home with his wife and children. The family is actively involved in JDRF, a non-profit that funds type 1 diabetes research. The mission of JDRF is to realize a future without type 1 diabetes by accelerating life-changing breakthroughs to cure, prevent and treat the disease. Jason is also active with his children’s sports, volunteering and coaching on their various teams. He loves living in Philly because it is such a big sports town, though he still pledges allegiance to his hometown of New York and roots for the boys from Queens.