Jason has lived in Maryland for most of his life.  He obtained a Bachelor of Business Administration with a concentration in Finance from James Madison University.  He obtained his CERTIFIED FINANCIAL PLANNER™ designation from the University of Maryland Baltimore County and his CERTIFIED INVESTMENT MANAGEMENT ANALYST™ from the Wharton School of Business.  Jason works closely with individuals and business’ to provide Financial Planning, Asset Management, and Estate Planning Strategies.  He currently resides in Mt. Airy, MD with his wife and two children.