Jason joined IG Wealth Management in 2017 and brings nearly a decade of experience in comprehensive financial planning. He works with successful professionals and families focused on building and preserving wealth, helping bring clarity and structure to increasingly complex financial lives.

His approach is grounded in the belief that effective planning must be intentional and cohesive. Rather than treating decisions independently, he focuses on aligning income, assets, and long-term priorities within a unified strategy designed to support both growth and adaptability as circumstances evolve.

A central focus of his work is the role of earning power within a broader financial framework. As the foundation of long-term wealth creation, it shapes how risk is managed, how decisions are structured, and how outcomes are preserved over time.

Jason continues to refine his thinking through ongoing study of financial planning strategies and industry developments.

He lives in Burlington with his wife Kim and their two children. Much of his time is spent with family, often traveling in support of his children’s pursuits in high-level athletics and competitive e-sports. He also enjoys exceptional dining, adventure-driven travel, and time spent camping and outdoors.

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