Jason has 27 years of investment management and financial planning experience. He works primarily with clients who are seeking to maximize their retirement nest eggs, helping them develop strategies for planning lifetime income as they approach and enter retirement. He also specializes in helping small business owners and professionals maximize their retirement plans. Jason holds Series 7, 24, 63, 65 licenses, and is a Series 4 Registered Option Principal. Jason is a 1994 graduate of The College of Business at The Florida State University with a Bachelor of Science degree in finance. Prior to college, he served two years in the United States Army as a stinger missile operator (16S). Jason