Jason and his wife Heidi live in China Grove and have two daughters, Raegan and Tenley. He graduated from East Carolina University with a bachelor of science in business administration with a concentration in Financial Services. He earned a full athletic scholarship from East Carolina and was a member of the Pirates football team.
Jason has more than 17 years of investment and financial planning experience. He uses his experience to work with his clients and help them build and preserve their wealth and prepare for retirement. By taking the time to listen and understand their goals, he develops strong client relationships that better enable him to meet their needs.
As an experienced financial professional, Jason holds numerous professional designations and securities licenses. He is a CERTIFIED FINANCIAL PLANNER™ Professional, Certified in Long-Term Care, registered investment advisor representative, and holds a Series 7, Series 63, Series 65 license, along with a life and health insurance license.
In his spare time, Jason enjoys spending time in the outdoors, hunting, and fishing and is active in the sport of archery. He is a member of First United Methodist Church in China Grove, Eureka Masonic Lodge #283, Rowan County Shrine Club and Oasis Shrine Club