Certified Financial Planner™ (CFP®)
Ball State University
Jason joined Avalon in August 2021 and serves as a personal financial advisor. Jason earned his Certified Financial Planner™ (CFP®) certification in 2015 and has over 10 years of experience 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.