Jason joined Shared Vision Advisors in 2012 as Client Services Manager with 12 years of experience in financial services. Clients of Shared Vision Advisors can count on Jason to provide friendly and efficient assistance as he handles the many details involved with building and maintaining close client relationships. Jason is Series 7 licensed through LPL Financial, thus enabling him to complete securities transactions on behalf of clients.
Away from the office Jason enjoys spending time at home in Loveland, OH with wife Missy and their children.