Jason joined our practice in 2021 and has been in the finance industry for 7 years. Jason graduated from the University of Louisville with a Bachelor of Science in Finance. During his time at Fidelity he earned certifications in Equity Compensation Associate and participated in the Financial Planning Association (FPA) extensive on-line training experience in 2020 and 2021. Since working with us, Jason has earned his Certified Financial Planner® (CFP) designation. Jason also has his Series 7, 63, 66 and Ohio Life/Health licenses.
Jason and his wife reside in Cincinnati with their two sons. Jason is an Eagle Scout and involved in the Madisonville Community Council, St. Cecilia Church in Oakley, Knights of Columbus, and Toastmasters International (Toast of the Town, Kenwood). During Jason’s free time, he enjoys the outdoors, brewing beer, conservation, and playing board games.
4605 East Galbraith Road, Suite 200
Cincinnati, OH 45236
Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered Through Valmark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 1-800-765-5201 TouchPoint Wealth Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.