Jason is responsible for the investment management accounts for our high-net-worth clients. He provides expert advice and counsel to our clients and administers accounts in a manner that ensures compliance with legal requirements and business policies and procedures. In addition, Jason specializes in financial and estate planning and helps clients shape and secure their financial future.
Prior to joining First American Trust, Jason’s experience includes enterprise sales, account management, and consulting for Fortune 500 companies. He earned his bachelor’s degree in business administration from the University of Southern California.
Jason is originally an Atlanta, Georgia native, but currently lives in San Clemente, California where he enjoys an active outdoor lifestyle that includes tennis, volleyball, swimming and pickleball. He also has a culinary degree and enjoys fine dining with friends and family.