Jason joined Wingate Wealth Advisors in April 2020 and quickly became a highly valued and trusted member of the team. As a Financial Advisor, Jason works directly with clients to help them develop, refine, and achieve their financial goals. He collaborates closely with his colleagues to deliver thoughtful financial and investment planning guidance, ensuring clients benefit from the collective expertise of the entire Wingate team. With a strong background in operations—including his prior role as Wingate’s Operations Team Leader—Jason also brings valuable insight into improving processes and enhancing the client experience, making advice delivery more efficient, timely, and impactful.

Jason earned his MBA in Finance from the Keller Graduate School of Management and holds a BA in Communications with a minor in Economics from UMass Amherst. He became a CERTIFIED FINANCIAL PLANNER® professional in January 2025.

Outside of work, he enjoys spending time with his wife, Heather, and their children, hiking, playing badminton and cornhole, and diving into his ever-growing board game collection.