About Jason
As a Managing Director of Channel Growth for Focus Partners Wealth, Jason leads the national sales team for the platform referral division. He is passionate about working with clients to provide real-life solutions drawing on over 20 years of experience leveraging sophisticated planning and asset management strategies.
Prior to joining the firm, Jason was EVP & National Sales Leader for InterOcean Capital. Prior to that he held a number of leadership roles with Charles Schwab including Vice President & Branch Manager for the Charles Schwab office in Northbrook, Illinois. Jason earned a Bachelor of Science and MBA in Finance from Ball State University. He is a CERTIFIED FINANCIAL PLANNER™ professional.
In his free time, Jason enjoys outdoor activities including boating, swimming, biking, and hiking. He also enjoys spending time with his family traveling and attending cheer competitions with his wife and 2 daughters who both compete for their school, and through all-star cheer. Jason is also very involved in his community and church in Fishers, Indiana.
As a Managing Director of Channel Growth for Focus Partners Wealth, Jason leads the national sales team for the platform referral division. He is passionate about working with clients to provide real-life solutions drawing on over 20 years of experience leveraging sophisticated planning and asset management strategies.
Prior to joining the firm, Jason was EVP & National Sales Leader for InterOcean Capital. Prior to that he held a number of leadership roles with Charles Schwab including Vice President & Branch Manager for the Charles Schwab office in Northbrook, Illinois. Jason earned a Bachelor of Science and MBA in Finance from Ball State University. He is a CERTIFIED FINANCIAL PLANNER™ professional.
In his free time, Jason enjoys outdoor activities including boating, swimming, biking, and hiking. He also enjoys spending time with his family traveling and attending cheer competitions with his wife and 2 daughters who both compete for their school, and through all-star cheer. Jason is also very involved in his community and church in Fishers, Indiana.