I am NOT an organized person at heart. I love spending my time meeting with clients, communicating with clients, building financial plans – any of the fun stuff. Jason’s insights helped my firm and team streamline operations and technology to the extent that I almost don’t need to worry about it. To this day, our team still uses Jason’s foundational insights and strategies to make sure nothing falls through the cracks or gets missed.

This, in turn, allows me to focus on the things I love to do – instead of many of the things we have to do.

Not only is he smart and thoughtful in his approach, he’s also a great human and a pleasure to work with. I can’t recommend him enough for the work he does, as my business wouldn’t be where it is today without it.