Jason is a retirement plan consultant for CBIZ Retirement Plan Services. He works with plan sponsors to help them meet their organization’s retirement plan goals. Jason implements the CBIZ RPS proprietary fiduciary risk management process known as The CBIZ RPS Fiduciary Risk Manager™, which was established to help plan sponsors manage the personal liability associated with being a fiduciary to a qualified plan. He provides consulting services to private and public companies, as well as not-for-profit organizations. Through CBIZ IAS, Jason provides investment management to individuals, trusts, defined benefit plans, cash balance plans, endowments and foundations.
Jason lives in Atlanta, GA with his daughter where he enjoys watching her play soccer, volleyball and lacrosse. In his free time he enjoys golf, running, spending time with friends and family.