Jason provides comprehensive wealth management services to a diverse clientele including but not limited to physicians, athletes, coaches, entertainers and privately-held business owners. With both an investment and accounting background, Jason advises his clients on complex income, estate and charitable tax planning techniques while also specializing in expanding the firm's exposure to both private equity and privately-held real estate.  He advises many clients on how to establish their own non-profits.

Jason received his B.S. in Accounting from The Pennsylvania State University, his M.B.A. in Finance from Temple University Fox School of Business and Management and he holds the CFP® designation. Jason is a member of the Philadelphia Estate Planning Council, the Financial Planners Association and has been approved as an NFLPA Registered Player Financial Advisor. He is a Board Member of both Jewish Federation Early Learning Services and The Adam Taliaferro Foundation, where he serves as both Vice President and Penn State Alumni Committee chair.  He is a senior member of  The Jewish Federation Real Estate Group, committed to providing solutions to the Philadelphia Jewish community's top issues through philanthropic investments in Jewish day school education, hunger, poverty and the Jewish elderly. He is also a member of the jewish Federation's National Cabinet.

Jason serves as Ambassador for the Philadelphia chapter of Athletes and Executives.  He is frequently quoted in the national print media. He resides in Cherry Hill, NJ with his wife and two children.