CFA®, CFP®, MBA
Wealth Advisor, Executive Director
Jason is a Wealth Advisor, Executive Director for Hightower Signature Wealth (formerly Stearns Financial Group). He is based in Greensboro, North Carolina, where he partners with individuals and families to bring clarity and confidence to every aspect of their financial lives. Jason is known for his thoughtful, analytical approach and his ability to translate complex investment and planning decisions into clear, practical strategies aligned with what matters most to his clients. Whether navigating market uncertainty, planning for long-term goals, or integrating multiple financial priorities, Jason serves as a steady, trusted guide focused on disciplined decision-making and lasting outcomes.
Jason’s perspective is shaped by a strong institutional investment foundation and advanced professional training. He holds both the Chartered Financial Analyst® (CFA®) and Certified Financial Planner™ (CFP®) designations, reflecting rigorous training in investment research, portfolio construction, and comprehensive planning. He earned his MBA from Duke University, further strengthening his ability to think strategically across markets, business dynamics, and client objectives. Prior to joining Stearns Financial Group, Jason served as a senior investment analyst at a large RIA in Raleigh, where he worked closely with the firm’s Chief Investment Officer on asset allocation research, economic analysis, and portfolio design—experience he now translates into thoughtful, disciplined guidance for individual clients and families.
Outside of work, Jason’s life centers around family, faith, and staying active. He and his wife are raising three daughters and enjoy creating meaningful experiences together—whether that’s coaching soccer, traveling, pursuing fitness goals, or being deeply involved in their church community. Occasionally he sneaks in a round of golf. Life is full and energetic, and these experiences reinforce Jason’s appreciation for balance, perspective, and the importance of aligning financial decisions with the life clients want to live.