Jason joined Southbridge Savings Bank in March of 2000 when he and the bank’s senior management team implemented SSB Investment Services. He brings with him 23 years of experience as a Financial Advisor. Jason’s client base is made up of individuals, corporations, non-profit organizations and small business owners. Jason’s areas of focus include Retirement Planning and Income Distribution, Wealth Management, Tax Advantaged Investing and Asset Allocation Strategies.
Before joining Southbridge Savings Bank, Jason was an Investment Representative with First Investors Corporation and then an Independent Advisor with LPL Financial. He received his B.A. in Economics from Fitchburg State University