As a partner in the firm my expertise includes tax mitigation, financial/goal planning, as well as a full range of financial concierge services for physicians. Communication, teaching, and personal relationships are at the core of our business.

 

“Our clients are like family, and we value the personal nature of our business relationship with them. Each plan that we build together is personalized and monitored to match their overall dreams and designs.”

Jason is a third generation of PRIME wealth advisers, and joined the firm in 2002. He is a graduate of the Pennsylvania State University. He is a passionate sports fan who is always cheering on Penn State sports and the New York Mets. Most weekends you can find him coaching baseball, or cheering on his kids at their various sporting events.
 

Doctors

Ready to take charge of your financial future with the people who have been helping medical professionals since 1956?