Partner & Financial Strategist
Jason joined The Ready Group as a partner and financial strategist in 2020. Prior to that he worked as a consultant for Penn Mutual and 1847 Financial. He developed a passion for finance while in medical training. He has given over 50 lectures on basic finance to medical residents and attending physicians prior to joining The Ready Group and entering the financial services industry. Going through training and being a young physician he became very frustrated with the financial advice/recommendations from the financial industry and decided to help physicians, dentists, and lawyers gain a better understanding of their personal finances. Prior to joining Ryan, he was a client of The Ready Group. His practice concentration is on general financial services with a special focus on young and retiring physicians/young professionals as well as general estate planning and trying to help his clients gain efficient wealth accumulation while maximizing personal protection. He has continued to maintain his medical board certifications but has now devoted his time to Financial Advising. In his spare time Jason enjoys spending time with his young daughter and his wife Jessica. He is an avid golfer and enjoys traveling.