Employee Directory

Jason is a Partner, Wealth Advisor in our Atlanta, GA office. Jason’s passion is developing comprehensive wealth plans and implementing ongoing financial planning strategies for his clients. He brings a unique perspective as a former trust officer and attorney. He concentrates on clients with complex needs, such as business owners and multigenerational family wealth. Jason received his bachelor’s degree in finance and law from Goizueta Business School of Emory University, then earned his JD from Emory School of Law, where he focused on contract law, wealth transfer, and trusts and tax planning. Jason is a CERTIFIED FINANCIAL PLANNER® professional and has earned the Certified Trust and Financial Advisors certification from the American Bankers Association. He is a member of the Georgia Bar and the Estate Planning and Probate Section of the Atlanta Bar. Jason and his wife, Alyssa, have three sons and reside in Charlotte, where he enjoys reading, strategic war games, chess, painting and strength training.