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Meet Jason

Jason has more than 20 years of experience in helping clients achieve their financial goals. He is also an estate planning attorney and does tax preparation, so he views clients’ financial situations through one of the broadest lenses possible. He helps his clients “begin with the end in mind” and develop a financial and lifestyle plan designed to help them live with meaning, purpose and joy, while leaving a legacy they and their family are proud of!

Jason spent the first part of his career at Edward Jones and Merrill Lynch, and in March 2009 joined the Trust & Investment Management department of Greenfield Banking Company. He has trained and mentored more than 50 financial advisors as they started their careers.

He graduated from the Indiana University School of Law in 1999 and was admitted to the state bar in 2000. He has a B.S. from Indiana University, where he graduated with distinction. In 2011, he obtained the prestigious Certified Private Wealth Advisor designation, which will help him further his specialty in estate planning, elder law and wealth management.

Jason is active in the community. He volunteers weekly at Harris Elementary school helping third-graders improve their reading skills. He also volunteers his time delivering Meals on Wheels and officiating and coaching boys and girls youth sports leagues.

Jason and his wife, Tiffany, live in Greenfield with their three kids, Tyler, Josie and Andrew, and their dogs, Flashy and Jingle. Jason is an avid Duke basketball fan (going to miss Coach K when he retires!). He also loves playing doubles tennis with his wife and attending camps and clinics on vacation, and may one day become a teaching pro as a part-time retirement gig. Jason is a huge Disney fan, and his family’s favorite place to go on vacation is Disney World – they’ve been many times and still get excited to go to the Happiest Place on Earth!

Favorite food:

Steak and salmon.

Best piece of financial advice received:

Live at least one step below your means.

Favorite quote:

Too many to narrow down. I’m an inspirational quote junkie!

If you could meet anyone, past or present, it would be:

I confess to an odd interest in the mafia, so perhaps Al Capone or another famous mobster.

Hidden talent:

Learned to juggle during the COVID-19 pandemic. I hope to be able to get much better and learn to juggle lots of different objects.

Favorite book:

“Awaken the Giant Within,” by Tony Robbins.

Favorite movie:

During the month of December, it would be a tie between “A Christmas Story” and “It’s a Wonderful Life.” The rest of the year, “Wedding Crashers” always gets my attention when I’m flipping channels.

Favorite TV show:

“Seinfeld”

What motivates you:

Trying to always be a better version of myself. Admittedly, this is “double-edged” sword that conflicts with contentment.

Favorite holiday:

Christmas, baby!

Something on your bucket list:

African safari with my family and attending the four major tennis tournaments.

Place you’d most like to visit:

Tour of Italy (remember that interest in the mafia 😊)

Biggest accomplishment:

I’m in the process of raising three kids, so hopefully I can look back on that one day as being the biggest. But at the moment, it’s having the courage to buy a law firm and start my own investment firm in 2015. It has been stressful at times, but has allowed me to help so many people and have an impact on my community. I look forward to doing even more!

The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with CWM, LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by CWM, LLC.