“Take care of your clients and everything else will take care of itself.” Jason received that advice more than 25 years ago from a mentor when he began his career in the investment management industry and he still follows it today. With his BA in Business Administration from Mt. Vernon Nazarene University in 1994, Jason joined Smith Barney in Columbus, Ohio and spent 17 years as a Private Client Advisor. After the credit crisis in ’08, Jason could see that the major firms were moving from a client-first focus and shifting to a shareholder-first environment. He knew it was time to make the jump to independence. In 2013, Jason joined former colleague T.D. Hicks at the registered investment