I had the pleasure of working with Jason at WealthSource Partners, a national RIA that I helped found in 2009. Jason joined us through an acquisition, and we immediately knew we had just added an A player to the team. We started him out as the Chief Platform Officer and tasked him with building a technology platform that all of our advisors would operate from. He was so successful in building that platform that we promoted him to the role of COO of the company. 

The evolution that our firm went through with Jason at the helm was incredible. He has an incredible mind that helps him connect all the systems and services in a complex company into a process driven approach that is flexible to accommodate lots of nuance. I was always very impressed with his work, work ethic, demeanor, and knowledge of the RIA industry. If our firm wasn’t acquired, by a larger firm, I’d still be working with him today, and hope to someday work with him again. I would highly recommend Jason Mirabella to any firm wanting to scale.