Jason has served as the Co-President and Chief Executive Officer of Summit Wealth Partners since 2017. Prior to becoming Co-CEO, Jason was a Senior Wealth Advisor and minority shareholder in charge of the Naples, Florida office. Jason relocated to Naples from Chicago in 2007 to establish Summit’s Southwest Florida presence. In the fifteen years since he’s been in Florida, the Naples office has grown from a one person office to a team of eight. Together with Chad, Jason establishes the corporate strategy for Summit Wealth Partners and works with a select group of clients. Client’s life stories, successes, challenges and experiences continue to fascinate him. Jason considers it a privilege to