Meet Jason
Experience:
Jason focuses on offering financial strategies to individuals and families who are going through transitional phases in life such as getting married, having children, buying a home, changing jobs, or preparing for retirement. He also provides comprehensive and innovative solutions to business owners designed to help them protect their business, their employees, and their personal lifestyle.
- Over 5 years in the insurance & financial services industry
- Previous role with Bankers Life
- Strong focus on financial planning process which may include but is not limited to: workplace retirement plans, life & disability insurance, annuities, estate planning strategies, asset allocation, and portfolio management.
Education & Credentials
- Bachelor of Science in Business Management/Economics – Empire State College
- FINRA Series 6 & 63 securities registration
- Life & Health Insurance License
Interests
- Spending time with family; Jason is married to Julia DeLuca and has 3 children.
- Involved with Kids Need More Foundation
- Involved with Make a Wish Foundation & Autism Speaks
- KofC Sunrise Council 6607
Approval # 946269-092019