Jason has been in the financial services industry for over 25 years. Throughout his career, he has helped clients navigate both extreme bull and bear markets. His extensive experience includes estate planning and settlement, retirement income planning, estate and wealth transfer planning, and more. He is a graduate of Furman University, where he was a member of the Gilpatrick Honor Society. Jason is an Accredited Investment Fiduciary™ from the Center for Fiduciary Studies at the University of Pittsburgh’s Katz Graduate School of Business. He is also a member of the Georgia Chapter of the Financial Planning Association. Furthermore, Jason has been a board member for the Furman Alumni Givin