Meet Jason
Jason has been in the financial services industry for the past 19 years and worked as the Senior Vice President in Branch Sales / Administration Officer as well as the Director of Wealth Management for a publicly traded bank before joining our team in 2011.
His financial experience includes retail banking, consumer and commercial lending, bank management at the Senior Vice President level, and financial planning. Jason earned his Bachelor of Science in Biology and Exercise Science at Northern Michigan University. He also studied at Stockton University, where he completed the Financial Planning Curriculum.
In addition, Jason is a decorated retired military veteran with more than 24 years of service. During his service, he traveled the world assisting government officials and armies in engineering and combat operations. Jason currently resides in Negaunee with his two children.