Jason provides individuals and small businesses with expert tax and accounting advice as a Certified Public Accountant combined with a comprehensive knowledge of wealth management from his Personal Financial Specialist designation. He is committed to providing the highest level of client service to help clients meet their financial goals.
Jason received a Bachelors of Science in Corporate Finance and Accountancy from Bentley University and a Masters in Accountancy from James Madison University. He was also a member of the Bentley University Baseball team. Before starting his accounting firm, Jason worked for the big four public accounting firm, PWC. Jason enjoys staying active, traveling, and spending time with family. Jason lives locally with his wife and two daughters.