Jason brings 20 years of client-focused sales and leadership experience across multiple industries, including both the carrier and MGA sectors. His career spans sales management, field leadership, and advisor development—earning him a reputation as a trusted partner to both clients and financial professionals.

He began in sales operations, leading high-performing teams and optimizing processes for over 100 internal stakeholders through strategic solutions and workflow improvements. Transitioning into financial services, Jason built and managed a diverse client portfolio, delivering tailored insurance and financial strategies to individuals, families, and small businesses.

Most recently, Jason has excelled in leadership roles focused on advisor coaching, field support, and recruitment strategies helping drive regional performance through data-driven insights and mentorship.  He thrives on developing advisor talent, fostering collaboration, continuous learning, and creating a culture that fuels long-term success.

Known for his solution-oriented mindset, integrity, and people-first approach, Jason is committed to creating lasting value for both clients and the advisors who serve them.