Exit Planning Institute - Find a CEPA

Born and raised in Northern Michigan Jason now lives in Toledo, OH with his wife, Kristen, and their 3 children, Madison, Ethan and Logan along with their 2 fur babies. With a vast experience in marketing, legal, stock trading and finance, Jason is passionate about financial education to help people realize their personal wealth potential. You can’t figure out where you want to go unless you understand where you’re at and where you’ve been with your money relationship.

Before finding his niche at Equitable, Jason cultivated his investment expertise as a Stock/Options trader and investor. In that role, he learned the importance of markets operate, how to navigate risk, how to mitigate taxes and that education regarding investing as well as tax laws is vital to all our financial success.

As a member of Toledo Rotary, local Chambers and other organizations Jason is passionate about giving back to community, mentoring young minds and helping others succeed in their goals. As a member of Phi Sigma Kappa Fraternity Jason developed his leadership roles at a young age and is also an active alumni.

Jason graduated magna cum laude from Ferris State University, earning a BS in Business Education.

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Jason graduated magna cum laude from Ferris State University, earning a BS in Business Education.

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