Jason then began his financial career in the banking industry, gaining experience in Commercial Lending and Private Wealth Management. Upon extensive evaluation of how he could have the biggest impact in the lives of those around him, Jason joined the SmartWealth team in 2008. Jason takes pride in the relationships he builds with his clients. They know their best interest is Jason’s top priority. He thrives on educating his clients, just like he educated students, while tackling their most pressing issues.
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