Senior Financial Planner
Jason joined Brightworth as a Financial Planner in 2015. His primary responsibilities include developing comprehensive wealth plans and ongoing financial planning strategies for the firm’s clients, while working alongside Wealth Advisors. Jason brings a unique perspective as the sole attorney working at Brightworth and concentrates on complex trusts and estates planning.
Jason received his bachelor’s degree in finance and law from Goizueta Business School of Emory University. Jason graduated from Emory School of Law where he concentrated his training in contract law, wealth transfer, and Trusts and tax planning. Jason began his career in financial services as a Trust Officer at SunTrust Bank in their multi-generational, high-net-worth group. He went on to serve as a financial advisor at Baird.
Jason is a member of the Georgia Bar. He is an active member of the Estate Planning and Probate Section of the Atlanta Bar. He has held the Series 7 and Health-Life and Variable insurance licenses.
Jason and his wife, Alyssa, have two sons and reside in Marietta. Jason enjoys reading, strategic war games, chess, painting and strength training.