Expertise

Specializes in trust management, personal trust administration, special needs trust administration and philanthropic administration/planning

Experience

Jason joined Midwest Trust in 2026 with over 20 years of experience in the trust and estate industry. He previously served as national administration manager for City National Bank and RBC Trust where he was responsible for personal trust administration and was a member of the trust administration, investment and real estate committees.

Jason began his career in Los Angeles with U.S. Trust (Bank of America) focusing on personal trust administration. Originally from Charlotte, he relocated back to North Carolina with Wells Fargo to focus on philanthropic services while managing a team administering private foundations and split interest trusts.

Education

BBA in Trust and Wealth Management, Campbell University

MBA, Campbell University

Certified Trust & Fiduciary Advisor (CTFA)

Professional / Civic Affiliations

Trust Education Foundation, Chairman and Former President