A seasoned veteran of the firm, Jason spends most of his time coaching advisors and our business-owner clients. "It's all about identifying what's most important in their lives and why," says Jason. "Once we know that, the planning work follows naturally. We build sound strategies, insist on accountability, and then grow our relationships. As a very wise man once taught, we treat others as we would want to be treated."
Practically a native, Jason's been a Charlottean for almost 30 years which means his network of friends and business associates runs deep. Happily married to his Appalachian State University sweetheart, he's a father to three children and has a rescue dog named Clover. He's also very active in his church, serves in the firms Hands & Feet outreach program, and has participated in numerous mission trips to Africa.
On his tenure at HF Financial, Jason says, "Here, it's all about family and it's such a blessing to work with a firm where relationships go beyond being just professional colleagues. Our kids have grown up together through our various company events and outings. Most importantly, we all share the same values integrity, personal responsibility and most of all, providing service to others."