As a financial professional with Coastal Wealth and a father of two young children, Jason works with individuals and corporations to create a unique and customized strategy to work towards achieving their financial objectives. Jason focuses on Advance Tax Planning, Life Insurance, College Funding, Disability, Long-term Care, Annuities, Retirement Strategies, Investments and succession planning.
As a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), we help people like you take the next step toward a more secure financial future.
Providing Comprehensive Investment, Insurance & Retirement Planning Services for Individuals & Business Owners.