Designations and Licenses

Jason is a Chartered Life Underwriter™ and holds a life and health insurance license in the state of Florida.

Experience and Education

Jason supports wealth advisors in working with clients to integrate risk management strategies to help protect their retirement income and wealth.

Prior to joining Mariner, Jason was an insurance consultant with Atlas Financial. Before that, he was a wholesaler of insurance and annuities products. He has been insurance licensed for 30 years and has worked in the investment industry for over 17 years.

Jason holds a bachelor’s degree in finance from the University of Florida.

Personal Interests

Away from the office, Jason enjoys traveling and exploring new destinations, spending time outdoors and watching all Florida Gator sports with family and friends. Jason is married with five children.