Jason began his career with a UBS in 2005, and joined Wells Fargo Advisors in October of 2011.  Prior to joining the financial services industry he worked in professional sports, Jason earned his B.S. in Corporate Communications from College of Charleston.

Jason seeks first to understand his clients’ current situation, concerns, risk tolerance, and their financial priorities.  This information is used to formulate an investment strategy and begin the development of a comprehensive investment plan.  As his clients’ life circumstances change, the appropriate adjustments are made.

During his 20 years as an advisor, Jason has worked with clients from all walks of life. He has learned that while clients have unique individual circumstances that dictate their investment strategy, everyone wants the same end result – clarity and confidence. To help deliver that result, Jason uses a goals-based planning approach that incorporates all the information gathered in the discovery process to create a personalized, comprehensive investment plan. This plan is the foundation for annual review meetings and is updated as needed.

A New York native, Jason resides in Mount Pleasant, SC.  He has two sons Nate & Jack.   Spending time with his kids is the top priority for Jason. Nate is a Junior at Clemson University & Jack is a Freshman at Wando High School.

When he is not working, Jason enjoys traveling, music, cooking & reading, as well as skiing and playing golf at various courses with friends and colleagues.

Beginning his career in 2006, Jonathan has nearly two decades of experience in financial services. Prior to his current role as Financial Advisor, he spent 4 years as a Relationship Manager with the Wells Fargo Private Bank where he assisted clients in managing all aspects of their financial affairs. 

Known for a client-first approach, Jonathan takes time to understand each client’s unique financial situations, goals, and values.  By building long-term relationships based on trust and transparency, Jonathan guides clients through various market conditions, helping them grow and preserve their wealth. 

Jonathan graduated from the University of South Carolina with a Bachelor of Science degree in Business Administration.  He is a CERTIFIED FINANCIAL PLANNER® practitioner, reflecting his commitment to maintaining the highest professional standards and staying up to date with the latest financial trends and regulations.  He enjoys giving back to the community through his passion for golf and The First Tee of Greater Charleston.

Native Charlestonians, he and his wife Lane, live in Mount Pleasant with their 3 children.  When not advising clients, you can find Jonathan spending time with family and coaching his children’s youth sports teams.  An outdoor enthusiast, Jonathan enjoys many activities including golf, fishing, hunting, boating, and backpacking.

Ana joined Wells Fargo Advisors in 2014 and brings more than 20 years of experience within the financial services industry. 

Known for her exceptional organizational skills, Ana plays a crucial role in managing the daily operations of the practice.  Often the first point of contact for clients, she seamlessly balances responsibilities including account administration, compliance, customer service, and overseeing the team’s marketing efforts.  Her dedication and versatility ensure a smooth and efficient experience for both clients and team members. 

Originally from Brooklyn, NY, Ana relocated to South Carolina in 2009 in search of a warmer climate.  Holding her FINRA Series 7 and 63 securities registrations since 2006, she now resides in Greenville, SC, where she cherishes time with her four wonderful children. 

Outside of work, Ana is actively involved with volunteering and sings in her local church.  She also enjoys shopping and proudly supporting her daughter during dance competitions.