A sense of belonging. That’s what Jason gives to each and every one of the clients of Beacon Group. It’s rare to find a financial advisor with not only the problem solving skills required, but the heart of compassion to go with it. Going above and beyond choosing investments or planning, Jason embodies everything you’d want in a trusted advisor. Loyal and intentional, he treats every client like a member of the family - remembering your story and the things that make you tick.
A graduate of Clemson University, Jason started his career at Beacon Group in 2001. Almost two decades later, he’s still passionate about his work and is proud to have built relationships that last from one generation to another. In addition to his B.S. in Finance, he also holds an MBA from the University of South Carolina and the highly revered CERTIFIED FINANCIAL PLANNER™ Certification, an indication of both his integrity and skill level.
From Jason’s perspective, what makes Beacon Group stand out? In addition to that sense of belonging, it’s the accessibility the office offers. The stability and deep history of Beacon Group means they are committed to being there for their clients when it matters the most. With a generational succession plan in place, their clients rest assured they'll always be able to count on their financial planning team.
When outside of the office, Jason maintains an active lifestyle and loves spending time with his wife and two young boys on Lake Murray. He attends (and coaches!) his sons' sporting events, and they all enjoy rooting for the Clemson Tigers.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.