Jason has over 10 years of financial services experience. During that time Jason has worked with his Covenant Group partners to develop an investment management style that he feels is unlike anyone else in the state. Jason enjoys building close relationships with each client-allowing them to become not just a client, but also a friend. He holds FINRA series 7 and 66 registrations as well as his life and health insurance licenses.
Jason has built a book of business ranging from individual clients to large businesses. He specializes in investment and retirement planning as well as 401(k) management. Jason currently resides in Birmingham with his wife and two kids where he is an active member at Briarwood Presbyterian Church.