Having grown up in a family owned business, Jason learned at an early age what drives business owners and entrepreneurs. Following a 30 year career in the airline industry, Jason’s grandfather started a South Jersey based supply company known as M&R Products that grew to over 25 employees. Jason witnessed firsthand the hard work, dedication and motivation it takes to earn trust from employees and customers. Jason earned his first paycheck signed by his late grandfather at the age of 13 and continued working through high school and college for the family business.

Early Lessons

The success of the family business didn’t come without early hurdles and doubts including a fire that wiped out the company's manufacturing building and provided an important lesson for Jason. The experience led Jason to firmly believe a discussion regarding risk management (life, business, portfolio and estate) with a focus on protection is the foundation of prudent financial planning for any individual, family or entity. More importantly, Jason learned from his grandfather that trust is earned over time and integrity should never be compromised.

Another early experience that Jason draws upon is his time in baseball, specifically as a pitcher. Jason earned a baseball scholarship to pitch for NCAA Division 1 William & Mary Tribe baseball team. Jason’s experience on the baseball diamond contributes to his belief in the importance of teamwork which he sees as being the ability to work alongside other people in common purpose.

Professional Experience

• Jason’s family business, baseball and CFP® experience provides him a qualified steady hand in guiding trusted relationships through the accumulation, distribution and transfer phases of the financial planning cycle.
• Recognized as a 2019 Forbes/SHOOK Best-In-State Wealth Advisors in Maryland
• UBS Financial Services Inc., Senior Vice President - Wealth Management (2013–Present)
• Morgan Stanley, First Vice President – Wealth Management (2000-2013)

Education

• BA in Economics, College of William & Mary (1999)
• CERTIFIED FINANCIAL PLANNER™, Boston University/American College (2012)

Community Involvement and Affiliations

• UBS "Adopt a School" Financial Literacy Program Sponsor - Vienna Elementary School (VA) and John Eaton Elementary School (DC)
• Vienna Little League - Board of Directors and Challenger Division Vice President
• Vienna Little League - Manager and Coach
• Northeast Vienna Citizens Association
• Westwood Country Club (Vienna, VA)

 Jason lives in the Town of Vienna, VA with his wife Jennifer, sons Chase (11), Beckett (8), Jake (5), and daughter Chloe (3).

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