Jason Marshall, FPQP®
Client Relations & Legacy Plan Coordinator
Meet Jason, your dedicated Client Relations Specialist at LBDIAS. His vibrant personality and adept communication skills are central to his role, where he ensures your needs as a client are not just met, but exceeded. Jason’s expertise is bolstered by his status as a Financial Paraplanner Qualified ProfessionalSM, a testament to his deep understanding of the financial industry and commitment to providing top-notch support to you.
In his dual role as Legacy Plan Coordinator, Jason expertly heads our Estate Planning Department. His proficiency in this area stems not only from his professional training but also from his rich background in ministry. Prior to joining our team, Jason was deeply involved in community service, working as a Chaplain with Victim Relief Ministries. There, he honed his skills in offering guidance and support, qualities that he now brings to his role at LBDIAS, helping clients navigate the complexities of estate planning with empathy and expertise.
Passions & Purpose
- Backpacking and hiking.
- Water sports including snorkeling, SUP and more. Jason is currently earning hours as a diver to achieve new depths and loves doing so both locally and while traveling.
- Woodworking is a longtime passion for Jason and his mastery can be seen even here at the office!
- Combining his passions and purpose into one, Jason did ministry work for a Surf Camp in Peru that was an outreach program for inner-city kids.
Team member since 2010
