Jason has been advising clients and donors for nearly 20 years in virtually all areas of financial literacy, and designing plans to accomplish financial goals. He started his professional career in small business consulting after graduating from Cornell University around the turn of the century. Leveraging that experience with business owners into a career in financial planning, he earned his Certified Financial Planner designation and continued providing guidance to small business owners and individuals in areas of risk-management, succession planning, investments, retirement planning, and estate planning. After successfully managing an office of advisors and operating his own stand-alone practice, Jason turned to philanthropic advising. For the last decade or so, Jason has been helping donors and colleagues expand their understanding of strategic philanthropy by crafting comprehensive gift planning strategies using all available techniques and tools available to the modern philanthropist. Key to his success has been broadening the scope of how people think about fulfilling their philanthropic objectives. He coined the phrase “Asset Based Philanthropy” as a way to think outside of the more common “Checkbook Philanthropy” model used by most fundraisers and donors.
In addition to his Bachelor’s degree from Cornell and his CFP™ designation from the CFP Board of Standards, Jason holds an AAS Degree in Marketing, Management and Sales from the State University of New York, Broome, as well as an Executive Education Certificate in Retirement Planning from The Wharton School, University of Pennsylvania, and a certificate in Financial Planning from Kaplan University.
Outside the office he is an avid motorcyclist, outdoor enthusiast and family man, enjoying raising his family in upstate NY where you’ll often find him in the kitchen working on a new recipe.