Jason co-founded Green River Financial Services in 2025 alongside Rob and Jay, with a clear mission: to provide personalized, trustworthy, and community-rooted financial management services that help clients grow, protect, and pass on their wealth.
He earned his bachelor’s degree in business administration from Massachusetts College of Liberal Arts and his MBA from Quinnipiac University. He holds FINRA Series 7 and 66 securities registrations as an Investment Advisor Representative with Kestra Financial®. Guided by his belief in building long-term relationships, Jason partners closely with individuals, families, and business owners to create strategies that reflect their goals, values, and priorities. His approach blends financial expertise with an emphasis on trust and clarity, empowering clients to feel confident about their financial future.
Jason is deeply committed to serving his community. He currently serves as a Board Member for Southwestern Vermont Health Care Foundation and as a member of the SVMC Regional Advisory Board. He has also held past leadership roles including Chair of the MCLA Foundation and President of the Williamstown Chamber of Commerce, North Adams SteepleCats, Northern Berkshire United Way, and the Fund for Williamstown.
Jason lives in Williamstown with his wife, Danielle, and their two daughters, Iris and Sloane. Outside of work and community involvement, he enjoys golf, staying active, and spending time outdoors with his family in the Berkshires.
