Jason Carson B.ACC, MBA, CFP

Technical Planner

As our Technical Planner, Jason works closely with Mark with aim to develop the most tax efficient retirement plans for our clients. With over two decades of previous financial experience, Jason brings with him a strong educational background with a Bachelors of Accounting and Master of Business Administration degrees, and most recently attained the coveted CFP designation in 2018. Jason’s primary responsibility is to provide proactive, comprehensive and integrated wealth management strategies designed to meet our clients’ life goals. This is accomplished by addressing the 6 financial pillars: Retirement Planning, Investments Planning, Cash Management, Tax Planning, Risk Management and Estate Planning.