“After learning about Truepoint’s philosophy, and now having experienced the culture and vision firsthand, I know that I made the right decision joining this team.”
Jason’s Story
As a member of the estate team, Jason helps translate the complexity of estate plans to help clients better understand and navigate the process. He also works to ensure estate plans are aligned with clients’ wishes.
Jason has many interests outside of work. He loves to barbeque (rumor has it that his dry rub and fall-off-the-bone-ribs can’t be beat!) and spend time with his family. He also appreciates live music events and enjoys experiencing the art and culture of the city.