Jason is a wealth advisor and founding partner of Pathfinder Wealth Consulting. He has been in the financial services industry since 1999.
Jason was born in Dayton, Ohio, but grew up in Eastern North Carolina. He graduated magna cum laude from the University of North Carolina Wilmington in 1999 with a BS in finance and an MBA in 2003. Rob Penn, Jason’s business partner, hired him in 1999 and the two began a successful business relationship, highlighted by the formation of Pathfinder Wealth Consulting in 2005.
Jason’s passion for the business begins with helping our clients, working with select families to accomplish their personal and business goals. Jason’s role also includes managing the overall firm, leading its growth initiatives, and enhancing operations.
Jason resides in Wilmington with his wife, Ashley, and their daughter, Merritt. Ashley is a speech-language pathologist and owns Therapy Connections, Inc., a pediatric speech therapy company. Currently, Jason spends most of his free time with his family doing anything kid-related. He also plays average golf as often as possible, waits patiently for his invitation to Jedi training, and hopes that maybe this year he'll have more time for surfing, boating, fishing, and all the water activities that the family loves. Jason considers himself a lifelong learner and is always ready to try a new activity, travel to a new spot, or delve into a new subject.
Professional Registrations, Licenses, and Designations:
• North Carolina Life Insurance Agent • North Carolina Accident & Health or Sickness Agent • North Carolina Medicare Supplement & Long-Term Care Agent • CERTIFIED FINANCIAL PLANNER™ Professional • Chartered Financial Consultant® • Accredited Investment Fiduciary® • Chartered Life Underwriter®
Professional Affiliations:
• Financial Planning Association, Member • Financial Services Institute, Member • Commonwealth Advisory Council, Past Member