Jason’s background serving high-net-worth families in addition to his education and experience in advanced wealth transfer techniques, helps him serve client’s unique needs.
Jason joined Brightworth as a Financial Planner in 2015, after launching his career in financial services as a Trust Officer at SunTrust Bank in their multi-generational, high-net-worth group. He received his bachelor’s degree in finance and law from Goizueta Business School of Emory University, then earned his JD from Emory School of Law, where he focused on contract law, wealth transfer, and trusts and tax planning.
Jason’s passion is developing comprehensive wealth plans and implementing ongoing financial planning strategies for his clients. He brings a unique perspective as the sole attorney working at Brightworth, and concentrates on clients with complex needs, such as business owners and corporate executives.
Jason is a CERTIFIED FINANCIAL PLANNER™ practitioner and has earned the Certified Trust and Financial Advisor certification from the American Bankers Association. He is a member of the Georgia Bar and an active member of the Estate Planning and Probate Section of the Atlanta Bar.
Jason and his wife, Alyssa, have two sons and reside in Charlotte, where he enjoys reading, strategic war games, chess, painting and strength training.