Jason began working in the Financial Services Industry in 2004 and started his life Insurance focus as an advanced case designer for a Broker General Agency, building Estate, Business, and Charitable Giving plans. Since joining Penn Mutual in 2013, Jason has built an impressive career, being elevated to Regional Marketing Director to develop the West region. Jason’s areas of expertise include Life Insurance planning for business owners, high net worth individuals, the mass affluent, and positioning Life Insurance as an Asset Class for tax free retirement income. Jason is a registered rep of HTK and holds the Series 7 and 66. He has a Finance degree from the University of Washington and has worked abroad in Corporate Finance.
Jason lives in Seattle with his wife and two children. He enjoys volunteering with the Church, growing roses, collecting wine, and home improvement.