Jason joined our team as an associate adviser. With a strong foundation in evidence-based investing, Jason brings invaluable experience. His expertise and dedication to his craft will be a tremendous asset to our clients. We look forward to seeing him make a lasting impact on our clients’ lives.

Beyond his experience in financial planning, Jason enjoys time with his family, especially his four-year-old nephew, Lenny. As a fan of the outdoors, Jason also loves kayaking, finding it a great way to stay active and connect with nature. At home, Jason likes reading, cooking, and walking with Odie, his lively and affectionate lurcher. Jason appreciates the chance to unwind with a good film at his local cinema and makes an effort to keep up with the latest releases. Like many of our clients, Jason shares a love of travel, exploring a variety of destinations and immersing himself in different cultures and cuisines. Jason embodies a balanced and thoughtful approach to life—values he brings to his work with clients every day.