Following a 25-year career in Law Enforcement, James brings his work ethic, discipline and enthusiasm to the private sector. James entered the financial services business in 2005 as an Account Representative with a fraternal order that assisted police officers, firefighters …

Jason educates and coaches an investment philosophy that follows the parallel paths of wealth building and wealth preservation.  Jason and his team are advocates of the Nobel Prize winning theories of the Efficient Market Hypothesis, Modern Portfolio Theory and the …