About Jason

I am a Wealth Management Advisor at TIAA with over 23 years of experience in the financial services industry.
I enjoy what I do because I get to connect with our clients in a meaningful way, while helping them to achieve their retirement planning goals.

I earned my BS degree in Finance from the University of Scranton. I live in State College with my wonderful wife Annie and two boys as well as our Labrador retriever. In my spare time, I root for our boys in their respective sports and help with boy scouts, as well as golf, travel, and read books. I volunteer and stay involved with various organizations including State College Little League, Knights of Columbus, OLV, Jared Box Project, and Children’s Miracle Network.