Born and raised in Atlanta, Georgia, Jason joined Keystone Financial Strategies in 2008. During his career as a tax accountant Jason was drawn more to the planning side, which was a natural transition into his career as a CERTIFIED FINANCIAL PLANNER® Professional (CFP®). Jason enjoys helping clients understand the "how and why" of their investments and financial plan. He strives to educate his clients on important issues and topics that help them feel more confident in the financial planning process.
Jason graduated Cum Laude from Georgia State University with a degree in Accounting. He also earned a Master of Taxation from the same university.
Outside of work, Jason enjoys traveling, hiking and spending time with his wife, Christine and their German shepherd, Georgia. Jason has a goal of visiting all 50 states; he’s currently at 47.
CERTIFICATIONS: CERTIFIED PUBLIC ACCOUNTANT (CPA®), CERTIFIED FINANCIAL PLANNER® PROFESSIONAL (CFP®), SERIES 7 AND SERIES 66.
Registrations held through Commonwealth Financial Network®