Jason was born in Denver, CO and raised on a farm in Lebanon County, PA. Jason began his career as a business analyst for intellectual property and patent management. Prior to joining UFG Advisors, he was also involved in corporate finance.Jason is passionate about financial education. He teaches financial literacy courses throughout the year for the U.S. Department of Defense, Homeland Security, and Border Patrol. Jason also provides adult education at local schools in the evenings. Jason specializes in pre-retirement and retirement strategies for individuals and families.Away from the office, Jason enjoys spending time with friends and family, kayaking, and traveling.

Qualifications:

• NASAA Uniform Combined State Law: Series 66
• General Securities Representative Qualification: Series 7
• Pennsylvania State Life, Health & Fixed Annuities Licensed
• MML Investors Services, LLC: Investment Advisor Representative, Financial Planner
• Christian University College Theological Seminary: BS Psychology
• Chartered Federal Employee Benefits Consultant ^SM – Snow Federal Retirement
• Chartered Financial Consultant^®– American College
• Certified Financial Educator^®- Heartland Institute of Financial Education

Specialties:

• Financial Literacy
• Comprehensive Financial Planning
• Life, Disability Income and Long-Term Care Insurances
• Retirement Planning
• Estate Analysis
• Investment Services

Personal:

• Founding Member, Greater Lebanon Center for Wisdom & Wellness
• Former Board of Directors, Making a Difference of Lebanon, PA
• Former Treasurer & Founding Member, Centennial Latino Lions Club, Lancaster District14-D
• Hobbies – Spending time with family, Reading, Travel