As Wealth Management Director, Jason is responsible for planning, developing and implementing the firm’s financial planning and business development strategies. He works closely with the advisors on the Gulf Coast Wealth Management team to ensure they have the resources and support to deliver a world class client experience.
He believes that great financial planning helps clients make better and more informed decisions in a world that is becoming increasingly complex and challenging.
Prior to joining Gulf Coast Wealth Management, Jason worked as an advisor and in firm management with Prudential Advisors and with the MetLife Premier Client Group. He is an LPL Investment Advisor Representative, LPL Registered Representative and an LPL General Securities Principal, and a Louisiana Licensed Insurance Agent.
Additionally, Jason holds Bachelors of Science degrees in Marketing and Business Administration from the University of New Orleans, and carries the LUTCF (Life Underwriting Training Council Fellow) designation from the American College.
Jason is involved in his industry and his community. He is a past president and Member of the Year of NAIFA- Greater New Orleans (National Association of Insurance and Financial Advisors), and currently serves on the board of NAIFA Louisiana. NAIFA is an organization committed to ethical conduct and professional development of financial advisors and insurance professionals. He has volunteered for Habitat for Humanity and Junior Achievement.
Jason lives in Mandeville, LA with his wife Theresa, and two daughters, Vivian and Ella. When he is not working, he enjoys time on the water and time with family.