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I have worked in the practice since 2005. I have many years of industry experience with several broker/dealers. I work closely with the private client group, and will assist you with your requests and questions. I ensure that all business is processed quickly and accurately, and that all portfolio changes are made in accordance with your decisions. I am a notary public.
Jason is Operations Director at Whitlock Wealth beginning Spring 2023.
Jason is a fully licensed financial professional. He passed his Series 7 and 66 in 2019. He has worked in the financial services industry since January 2019 beginning his career at Morgan Stanley.
Jason has worked with Ameriprise practices since March 2021.
Jason is a graduate of The Ohio State University with a Bachelor of Arts in Economics
I joined the practice in August 2020.
I have been in the banking a client service industry for over twenty years. I assist with all operations of the practice to ensure all clients receive excellent service. I assist with compliance of all industry and company regulations and requirements. I am fluent in French.
I have worked in the practice since 2001, after spending over 12 years working as Controller in the real estate industry. My responsibilities include managing all financial reporting, compliance documentation, and overseeing the day to day operations of the practice. I hold a BA in Business Administration from the University of Mary Washington.
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I will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with me.
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The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
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This offer is only valid in the United States.
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