Jason has been in the financial services industry for over 20 years. 

While some of that time has been in a client-facing role as a financial advisor with LPL and Securities America, most of his experience has been partnering with advisors; wholesaling annuities, mutual funds and SMA’s. Some of the firms that Jason has been with include; SunLife Financial, Guardian, John Hancock & Symetra. Advisors appreciate working with Jason because he will take the time to understand their business. He’s looking for a true business partnership…not a customer. Taking an educational and consultative approach to his practice has allowed him to remove the transactional side of the business and develop relationships lasting decades.

When Jason isn’t helping advisors grow their business, you can find him on the field playing rugby with the South Shore Anchors, or cooking dinner for his wife Denise and their two young boys, Andrew and Matthew.