Jason joined our team as a Financial Planner in October 2025. He brings a unique blend of analytical rigor, strategic thinking, and real-world decision-making experience to help clients navigate complex financial landscapes with confidence.

A 2018 graduate of Furman University, Jason earned dual degrees in Economics and Computer Science. His academic focus included macroeconomic growth modeling, game theory, and data science—skills he has applied throughout his career. Prior to entering financial planning, he gained valuable experience as a consulting intern and software engineer. He also competed professionally as a poker player, sharpening his probabilistic reasoning and strategic mindset in high-stakes environments.

At Furman, Jason was a member of the lacrosse team, competing against nationally ranked programs including UNC Chapel Hill, Richmond, and Air Force. He continues to stay active through recreational sports such as sand volleyball and tennis.

Jason has been married to his wife, Jess, since 2023, and they welcomed their first son in November 2024. He cherishes family time, loves cooking, and is an avid reader.