Team

Jason founded Sentinel Strategic Wealth with a singular vision: to deliver an exceptional client experience while cultivating long-term, trust-based relationships.

With more than two decades of experience, Jason has worked with individuals and families, providing guidance across a wide range of financial needs. His core focus includes comprehensive financial planning, investment management, retirement income strategies, estate planning, and insurance.

As a CERTIFIED FINANCIAL PLANNER™ professional, Jason guides individuals and families through complex financial decisions with clarity and confidence. His approach has always centered on understanding each client's unique objectives, simplifying complexity, and helping them make well-informed decisions.

Jason is a graduate of Valley Forge Military Academy and the Virginia Military Institute, where he earned a bachelor’s degree in Economics and Business. In addition, he holds an MBA in Finance from The Pennsylvania State University. 

Throughout his career, he has been recognized for his commitment to excellence and client service. He has qualified for the Million Dollar Round Table and has received the Achieving Client Excellence (ACE) and Best in Class awards from Signator Investors, Inc.

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Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year. Each MDRT status designation is granted for one year only until lifetime membership is achieved after 10 years; otherwise, all members must apply every year to continue their affiliation with the Million Dollar Round Table.

The Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc.  and the John Hancock family of companies.  The ACE award is granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products.  No other factors are considered.  Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

The John Hancock Financial Network - Best in Class (2004) Award issued on (3/2004) is an internal recognition granted by former broker-dealer Signator Investors, Inc. (Now Osaic Wealth) and the John Hancock family of companies. The award honors the top 5 inexperienced and experienced advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products. No other factors are considered.