Jason joined Wingate Wealth Advisors in April 2020 and quickly became a highly valued and trusted member of the team. Jason plays a key role in helping clients develop, refine and achieve their financial goals. He partners with lead advisors to develop creative solutions and provide clients with a wide range of financial and investment planning advice, as well as a comprehensive, personalized financial planning experience. With a strong background in operations, previously serving as Wingate’s Operations Team Leader, Jason plays a critical role in streamlining and improving internal processes to provide clients with a more efficient, timely, and impactful service offering.

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.