Jason joined Avalon in August 2021 and serves as a personal financial advisor. Jason earned his CERTIFIED FINANCIAL PLANNER™ certification in 2015 and began his career in 2010 serving families that include business owners, corporate executives, and retirees. Jason’s passion is partnering with clients he serves and developing a plan to meet their unique goals and objectives, which may include estate planning, philanthropic passions, legacy planning and investment management.

Jason earned his bachelor’s degree in finance with a focus on insurance from Ball State University.

He and his wife, Alexandria, reside in Carmel, Indiana with their two children, Evelyn and Jack.