Award-winning guidance for retirees and pre-retirees.

With 20 years of experience in wealth management, Jason is a Financial Advisor with Osaic Institutions, Inc and a Vice President at Ion Investments who specializes in helping retirees and pre-retirees pursue their financial goals. His high level of performance has earned him several industry recognitions. In 2016, he was recognized as one of the Bank Investment Consultant Top 100 Bank Advisors nationwide. In 2017, 2018, 2019, and 2020 Jason was chosen as a Five Star Wealth Manager. The award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.

Jason is a board member of the Northwest CT Community Foundation as well as a member of the Chamber of Commerce Young Professionals and has been the Chair of the United Way NWCT golf tournament. He graduated from Sacred Heart University with a Bachelor of Science in Finance and holds his 7, 6, 63, 65 registrations as well as his Life and Health Insurance license.

Jason resides in Burlington, CT with his wife Whitney and their two daughters Penelope and Harper. In his free time he enjoys skiing, playing golf and spending time outdoors with his family.