Jason's CPA expertise is central to our team's development of detailed client cash flow and retirement income plans. He's genuinely passionate about helping clients define and achieve their financial goals, and he enjoys how taxation integrates into planning and connects all financial pieces. This strategic blend of taxation, investments, and income planning within a comprehensive financial plan offers considerable advantages, maximizing clients' financial resources over time, despite not offering tax return preparation services.
Before coming to IWS, Jason gained valuable experience in the Wealth Management Division at JP Morgan. He resides in Newark, and his personal interests include experimenting with new recipes in the kitchen and spending time with his daughter. Jason earned his BS and MS in accounting from York College of Pennsylvania and Wilmington University.