Jason Marshall FPQP®
Client Relations & Legacy Plan Coordinator
Client Relations & Legacy Plan Coordinator
Financial Paraplanner Qualified ProfessionalSM
Team Member since 2019
Jason oversees client needs and the coordination of efforts to meet those needs in our Design Center. Jason is a Financial Paraplanner Qualified ProfessionalSM and heads up the Estate Planning Department as Legacy Plan Coordinator.
Passions & Purpose
- Backpacking and hiking.
- Water sports including snorkeling, SUP and more.
- Woodworking.