With nearly two decades of experience in tax and financial planning, Jason joined our team in 2020, bringing vast knowledge and strategic direction to our tax planning department.
Jason has previously worked in firm relations at AICPA, led the Raleigh accounting advisory team at Elliott Davis, LLC, and was vice president and partner of a boutique tax and accounting firm in Albuquerque, NM. He is a licensed Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™ practitioner, and Chartered Global Management Accountant.
Jason is an active volunteer, serving as Member Service Chair of the Cary MacGregor Rotary Club, a member of the finance committee of Trinity School of Durham & Chapel Hill, and a youth group co-leader at Chapel Hill Bible Church. He enjoys exploring the Triangle and family time with his wife, Tina, and three children – Levi, Micah, and Glory.