Jason joined Croak Capital as Lead Advisor bringing over 15 years of experience and a genuine commitment to the families he serves. He has a rare ability to take the many moving pieces of a financial life and bring them into focus, weaving investments, taxes, retirement, cash flow, and long-term goals into one cohesive plan built around what matters most to each client.

For Jason, financial planning is about making people feel like someone is truly in their corner, thinking several steps ahead so they can focus on living their lives.

Jason lives in Perrysburg with his wife, Stephanie, and their two sons. A lifelong Cleveland sports fan and loyal supporter of the Guardians, Cavaliers, and Browns, he knows a thing or two about staying committed through the long haul. He brings that same steadfast dedication to every client relationship.