As a financial advisor/planner who obsessively strives to maximize efficiency and focus solely on 2 things (Serving current clients & growing with new ones), it’s crucial to have an expert capable of optimizing the systems & operations necessary to achieving those 2 goals. Jason has been my “mad scientist” in the background that understands how to implement the right technology to support the systems and operations that best fit my daily practice management needs. Although I like to call him my “mad scientist”… the irony is I’ve rarely ever scene him mad because he loves what does and is a joy to have as an extension of my team. His commitment to this expertise allows me to be a better advisor for my clients while providing the scalability that will allow me to reach my own professional dreams. Jason – you’re the MVP us advisors need!