With more than 20 years of wealth advisory experience, Jason led the formation of Famiglia Wealth as a new independent wealth management firm in 2021. He had begun his career at PaineWebber, now UBS, and joined Morgan Stanley in 2011. Over his career he became a CERTIFIED FINANCIAL PLANNER™ and earned the designations of Family Wealth Advisor and Certified Exit Planning Advisor. In 2021, Jason was recognized as a Forbes Best-In-State Wealth Advisors, an award earned by only 120 advisors in Michigan.

Jason grew up in the Detroit area, except for two childhood years living in Hong Kong – an impactful time that opened his appreciation for new people, experiences and challenges. Jason graduated from Brother Rice High School and Michigan State University both with Honors.

Jason and his wife have three children, and he coaches their basketball and soccer teams and enjoys volunteering at their school. They live in Birmingham, Michigan. Jason has competed in over 20 Mackinac races, winning back- to-back in 2009 and 2010. In his spare time, Jason is an avid reader, enjoying books on leadership, business, military, survival, and psychology.