Since 2013, Jason has dedicated his career to helping individuals, families, and family offices navigate their most complex insurance needs with confidence and clarity. He believes in building genuine relationships with his clients, taking the time to truly understand their unique circumstances before crafting thoughtful, customized strategies that align with their long-term goals. Jason takes pride in educating both clients and their advisors about the tax-efficient opportunities that dynamic life insurance strategies can present.
A graduate of Indiana University, where he studied Political Science and Business, Jason’s career has taken him from Chicago to Louisville, New York City, and now Palm Beach. Throughout these moves, one constant has been his commitment to giving back through youth sports coaching. He is passionate about coaching youth sports and loves sharing the game’s lessons with the next generation.
Outside of work and family, Jason can be found on the golf course or in a basketball gym, following his beloved Louisville Cardinals and Indiana Hoosiers. Jason and his wife have recently made Palm Beach their home, where they’re raising their two young children.