Jason's two-decade career began at Morgan Stanley, where he honed his expertise in client development, asset management, and financial planning. He further solidified his skills through mergers and acquisitions, including a partnership with the renowned Citi Family Office, serving ultra-high net worth families.
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With a deep understanding of the financial landscape, Jason specializes in income generation and asset management for retirees and business owners. He excels in retirement planning, creating sustainable income streams, and providing virtual CFO services tailored to business owners' needs.
Jason has also developed a unique specialty in asset management and protection for professional athletes. Leveraging his experience, he navigates their financial complexities, safeguarding and growing their wealth throughout their careers and beyond.
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At the core of Jason's approach is his dedication to building deep relationships with his clients. He maintains constant communication and collaborates with industry specialists to ensure outstanding outcomes.
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Jason holds a Bachelor of Science in Business from Nyack College and is happily married to Dr. Monique Braatz, a dentist in Medford, NJ. They have two daughters. Outside of work, Jason enjoys music, golf, fitness, and passionately supports Philadelphia sports.
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With expertise in income generation, asset management, and specialized assistance for athletes, Jason guides his clients towards financial prosperity, empowering them to embrace a secure and abundant future.
