Jason has worked with families, professionals, and businesses to develop strategies that help them pursue their short and long-term financial goals. He uses a personal approach to planning that works to minimize risk while meeting the unique needs of his clients. Jason works to give each client a specific wealth management strategy, designed to pursue identified goals. Leveraging the investment resources of Dome Financial Services, Ltd., he can offer access to specialists and research to better support his clients.
Jason joined Dome Financial Service, Ltd. bringing with him over 20 years of industry experience. He has worked with Fortune 500 companies as well as regional businesses. This wide range of experience helps him better understand his client’s needs and objectives.
Prior to his career as a wealth strategist, Jason attended The Ohio State University. He lives in Lewis Center with his wife, Daniele, and four children. He enjoys spending time with his family, playing golf, and cheering on The Ohio State Buckeyes.
He is a Registered Representative and Investment Adviser Representative of Equity Services, Inc., offering insurance and securities in Ohio.