Jason has an advanced financial planning background with multiple Fortune 500 companies building retirement plans for thousands of families to include investment management, long-term care, Medicare, estate, legacy and retirement income planning. His formal education and certifications include CFP®, ChFC®, CLU®, RICP®, Master of Business Administration from Arizona State University, and Finance degree from The Ohio State University. Personal highlights: recipient of the Bronze Star, Purple Heart, Army Commendation Medal as a combat veteran and former Army paratrooper, Alcatraz swim finisher and being a Dad top the list. Jason now specializes in reverse mortgages due to the need he saw firsthand for high-quality education on an often misunderstood, yet critical retirement tool.
Commentary: How reverse professionals can work with financial advisors
Apr 21, 2023