CO-FOUNDER & MANAGING PARTNER
Jason is a Investment Advisor Representative with Advisory Alpha and a Wealth Management Certified Professional® and has a degree in Financial Management. The WMCP® designation focuses on the areas of goal based financial planning, income and tax planning, and advanced planning for legacy considerations. Jason has spent his career applying his education to the focus of retirement planning. After consulting and advising on over $1 billion in retirement plans, he’s seen first hand what separates those who retire with confidence from those who struggle with doubt and confusion about their money.
That experience shaped the subject matter of Jason’s first book, Survive the Crash, and serves as the backbone of the private client experience at Two Waters Wealth Management. The most important service they provide is helping their clients connect their unique purpose and priorities with their financial resources – opening up opportunities for bigger, more exciting outcomes as you enter into your “work optional” years.
Jason’s married to his amazing wife Cory, also a business owner and entrepreneur. The two of them love to travel and explore and while they look for any opportunity to be active, they’re just as happy to hang at home with good friends and family. On game day, you can always find Jason cheering on his local Charlotte teams, and he was born with Michigan State green in his blood.