Jason Babiarz, CPA

Jason Babiarz, CPA

Jason’s expertise as a CPA contributes to our team’s development of detailed client cash flow and retirement income plans.  While we do not offer tax return preparation services, the thoughtful integration of taxation, investments, and income planning within a financial plan provide immense benefits to maximizing the value of clients’ financial resources and NET after-tax income over time. 

Prior to joining IWS, Jason worked in the Wealth Management group at JP Morgan.  Jason and his wife, Claudia, live in Wilmington. In his free time, Jason enjoys traveling and exercising. Jason is a York College of Pennsylvania and Wilmington University alumnus with a BS and MS in accounting.