Attorney, Certified Private Wealth Advisor,  Accredited Asset Management Specialist

Jason has been an investment advisor for fifteen years and has helped hundreds of people plan for and achieve their goals for growing, protecting and transferring their wealth.  He spent the first part of his career at Edward Jones and Merrill Lynch, and in March of 2009 joined the Trust & Investment Management department of Greenfield Banking Company.  He has trained and mentored over 50 financial advisors as they have started their careers.  

He graduated from the Indiana University School of Law in 1999 and was admitted to the state bar in 2000. He has a B.S. from Indiana University where he graduated with distinction.  In 2011, Jason obtained the prestigious Certified Private Wealth Advisor designation, which will help him further his specialty in estate planning, elder law and wealth management. He is one of only 10 advisors in Indiana to have achieved this rigorous credential.

He is active in the community, serving on the board (and past Chairman) of the Hancock Regional Hospital Foundation, and is a past president of the Set A Good Example Foundation. He volunteers weekly at Harris Elementary school helping third graders improve their reading skills. He also volunteers his time delivering Meals on Wheels and officiating and coaching boys and girls youth sports leagues. He lives in Greenfield with his wife Tiffany and their three kids, Tyler, Josie and Andrew and their dogs Flashy and Jingle.