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.


Favorite Food:

Italian, Chinese, Indian, Dominican food are tied for favorite food

Best piece of financial advice I received:

Start early and invest in a Roth IRA

If I could meet anyone, past or present, it would be:

LeBron James or Dr. Martin Luther King

Hidden talent:


Favorite book:

The Alchemist

Favorite movie or TV show:

The Blacklist

Favorite holiday:


Something on my bucket list:


Place I’d most like to visit:

Cape Town, South Africa or Amalfi Coast, Italy.

Favorite Quote:

“It is better to lose a second in life than your life in a second” - My grandpa

What motivates me:

Creating a life where I wake up and do the things that make me happy as well as making sure I am making a positive impact on people.

My biggest accomplishment:

Graduating college while being the captain of a college team as well as a resident assistant

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In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.