Jason joined Oswald Financial, Inc. in January 2018 as a Senior Client Manager for the Retirement Plan Services division, bringing with him more than 18 years of experience in the retirement plan industry. He serves as the plan sponsor’s key service contact for assistance identifying, designing, communicating and implementing cost-effective retirement benefit solutions that seek to minimize fiduciary risk. He also works towards enhancing the retirement benefits they offer and improve employee education and retirement plan understanding.
Prior to joining Oswald Financial, Inc. Jason worked with a national retirement plan provider, holding various roles in plan administration, client services, and participant financial consulting. While there, Jason held the position of Client Service Manager for 6 years, where he developed and delivered strategic relationship management plans to clients that included plan trends, legislative updates, and education and communication. Jason also held a previous position as Director of Business Services with a local advisory firm, where he coordinated all services related to retirement plans.
Jason attended the University of Akron and graduated with a degree in Finance. He is an LPL Registered Representative holding the Series 7 and 63 registrations through LPL Financial and the Series 66 through both, LPL Financial and Oswald Financial. He also holds his Life and Health licenses.
Jason enjoys traveling and golf, and lives in Copley with his wife Janet and their three children.