Jason Alexander has specialized in assisting small business owners and individual investors for over 19 years. In working with his clients, both individuals and small businesses, Jason believes that understanding clients’ long term financial goals is the key to building a productive relationship. Jason’s focus on client relationships rather than client transactions is evident as he educates clients on a range of financial products so that they are empowered to make decisions for their financial future. Jason’s breadth and depth of experience has well suited him to assist business owners in creating strategies for employee benefits, business succession planning, deferred compensation plans, and key employee retention planning.
Jason is a graduate of the University of Central Missouri with a Bachelor in Science in Economics and Political Science. Jason lives in Annandale, Virginia with his wife Staci and twin daughters Campbell and Clarke. Jason is active in numerous civic and educational initiatives in the Northern Virginia community.