Jason Visner joined the firm in 2010. He provides investment and financial planning advice to clients, specializing in federal employees and retirement planning. Before joining the firm, Jason served as a production manager overseeing large and complex construction projects. Jason earned his B.S. in Mechanical Engineering in 2001 and his MBA in 2002, both from the University of Notre Dame. He holds the Series 7 and 66 securities registrations, in addition to life and health insurance registrations.