Our partnership was founded on the basis of having a positive impact on people’s lives through investment and financial planning. We bring sophisticated planning techniques to busy individuals who lack the time to do it themselves, with over 40 years of combined banking and Wall Street experience. Client portfolios are carefully crafted using our expertise in market research, Individual Retirement Accounts, wealth management, college planning and estate planning.
Wyomissing, PA Office
Let me tell you why I choose to be a financial advisor. Meridian Bank took on summer interns to fill in for vacation help during the summers, so I was trained to become a teller and to help in the asset management areas during semester breaks. It was a rewarding experience because what I didn't know at the time was that I really liked the service industry. It made me feel good helping others and in return they liked working with me. After graduating with an accounting degree from PennState I came to the realization that accounting work was fine work, but my heart truly relies in helping others. I was given numerous bank management opportunities over the many years as banks were being merged one after another. After working in an industry for some years you tend to see things a little different as you climb the corporate ladder. I enjoyed the banking world but as the banks became larger you had this sense that the banks cared more about profits than those they served. I decided it was time for a change and thought the best place to do that was in the investment management area. I knew how the bank operated and knew that there must be something better than those products the bank provided. I decided that getting my master’s degree in financial services and studying for the certified financial planners’ exam would be my focus. After a year I had my master’s degree and CFP certificate and was ready to start the next chapter of my life. I worked for a regional firm out of Philadelphia but with the long commute it was time to consider establishing my own financial service firm. In 2007 together with a fellow colleague we made the decision to establish Schuylkill Financial LLC to offer great services and products unmatched by most firms in our area. My drive is to give you the very best service possible and best investment choices available.
When I am not in the office I love spending time on ...volunteering in my community, scouting, athletic coaching, environmental protection, volleyball, mountain biking, snowboarding, friendship, and family activities.
Exton, PA Office
Jason is originally from the Lehigh Valley, Pennsylvania, and graduated in 1997 from the Pennsylvania State University with a Bachelors of Science degree in Chemical Engineering. After working in engineering for many years, Jason pursued his Masters of Business Administration degree while working at Lucent Technologies in Reading. Upon graduation from Lehigh University with an MBA in Finance, he joined Barclays Capital in New York City. The opportunity to help individuals invest appropriately and plan for the future has always been an interest of Jason’s. This need to help drew him to the wealth management and financial services industry. He currently resides in Downingtown, PA with his wife Danielle and son.
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