About
Jason
Jason helps his fellow advisors prepare, deliver, and execute curated financial plans and investment strategies designed to help clients reach their desired destination. He focuses on comprehensive financial planning, investment advisory, tax consciousness, and legacy planning.
Before joining Focus Partners Wealth, Jason worked as a Client Service Associate at Delta Wealth Management, a boutique firm on the shoreline of Connecticut. In his role, he assisted the advisor on all aspects of wealth management including investment management, trading, financial and retirement planning, client service, business development, and operations.
In his free time, Jason enjoys golfing, playing tennis, fitness, skiing, boating, cooking, traveling the world, and spending time with his family and friends. Jason grew up in Old Saybrook, Connecticut, and now resides in the South End of Boston.
Jason helps his fellow advisors prepare, deliver, and execute curated financial plans and investment strategies designed to help clients reach their desired destination. He focuses on comprehensive financial planning, investment advisory, tax consciousness, and legacy planning.
Before joining Focus Partners Wealth, Jason worked as a Client Service Associate at Delta Wealth Management, a boutique firm on the shoreline of Connecticut. In his role, he assisted the advisor on all aspects of wealth management including investment management, trading, financial and retirement planning, client service, business development, and operations.
In his free time, Jason enjoys golfing, playing tennis, fitness, skiing, boating, cooking, traveling the world, and spending time with his family and friends. Jason grew up in Old Saybrook, Connecticut, and now resides in the South End of Boston.