Jason is an advisor with Atlantic Planning Group. He really enjoys getting to know new clients and working with existing clients to formulate strategies that help them meet their everchanging goals and objectives as efficiently as possible. His mission is to build long lasting relationships by continually adding value and exceeding expectations with each of his clients.
Jason graduated from St. Michael's College in Vermont in 2002 with a major in business administration and minor in accounting. He started in the financial industry in early 2003 shortly after graduating college.
In his free time, Jason loves to spend time with his wife, Aileen, and daughters, Alex and Taylor. He also enjoys playing basketball, golfing, and spending time in Vermont.
Fun Facts
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Bucket List Vacation
Bali
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All time favorite food
Aileen's Chicken Marsala
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Best Sports Team
Patriots, Red Sox, Bruins
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Something You Can't Live Without
My 3 Girls
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Favorite Part of Your Day
Morning
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