Helping You Pursue True Wealth

Meet Jason


I serve as the bridge between the clients and the advisors, meaning that I manage day-to-day relationships with clients. I also assist advisors with operation-related tasks such as opening new accounts, I also manage client inquiries by phone, email, online, or in person, and address client complaints. Observe client reviews and assist with gathering data for client reviews.

I am a recent graduate from Russell Sage College, a small college in Albany, NY, where I graduated with a bachelor’s degree in business administration with a concentration in marketing. My passion has always been for helping others and to becoming best person I can be, and Carson has provided me with the best opportunity to help others while creating the best future for myself

I love traveling, I love going to sport events, especially basketball, I love playing chess, I love food, I love going to museums, I love learning new things every day, but most importantly I find that time with my family and friends is priceless.