Jason helps us maintain the dedicated and focused service we provide to our clients. Knowledgeable and responsive, he provides timely, accurate and meaningful answers to our clients’ questions and makes sure their needs are always his greatest priority.
Jason also provides support for our team’s client accounts, schedules and prepares documents for client meetings and assists with marketing efforts.
Before joining our team in February 2025, Jason was an SBL Loan Analyst at Raymond James and a Financial Crimes Investigator in the AML Department at Raymond James. He earned bachelor’s degrees in Financial Accounting, Corporate Finance, and Accounting Information Systems from The University of Akron. Originally from North Canton, Ohio, Jason lives in Parrish with his wife, Kelly. In his free time, Jason enjoys cruising.