Jason is driven to support business owners, families, and individuals navigate the complexities that come with wealth transitions in his role as an advisor and principal of the firm. Since joining Bartlett in 2017, Jason has played a pivotal role in the development and oversight of Business Owner Services at the firm and key financial planning initiatives.

Prior to joining the firm, Jason spent more than seven years providing comprehensive financial and tax planning services at a single family office. Prior to that, he spent four years at Deloitte, providing tax planning, financial counseling and wealth management solutions to businesses, individuals and their families.

Jason lives in the city of Madeira, Ohio with his wife and their two children.

History at Bartlett

• Joined Bartlett in 2017

Certifications and Designations

• Certified Financial Planner^® (CFP)
• Certified Public Accountant (CPA)
• Certified Exit Planning Advisor (CEPA)

Education

• Indiana University-Kelley School of Business, BS in Accounting and Finance, 2003, Honors Distinction

Boards and Committees

• Board Member, Cincinnati Estate Planning Council
• Goering Center, Board of Advisors, since 2025

Awards and Honors

• Graduate, C-Change Class 13, Cincinnati USA Regional Chamber

– C-Change is the premier leadership-development program for advancing mid-career leaders in the Cincinnati region. The curriculum combines leadership development with community engagement which enhances current leadership roles and prepares participants for future ones, both professionally and personally. The program also further develops the leadership skills of participants by having them lead meaningful community projects that impact the Cincinnati region. Read more about this program and criteria for participation on the Cincinnati USA Regional Chamber website: https://cincinnatichamber.com/talent-hub/leadership-center/c-change/