Our Founder

Photo of Jason Stockmaster

Jason Stockmaster

Jason serves clients by developing integrated financial plans^ that focus on four key planning areas, PROTECTION, INVESTMENT, RETIREMENT, and ESTATE. Utilizing a thorough process, he enjoys helping families and business owners navigate their unique planning needs. Trusted guidance and comprehensive solutions are cornerstones of his practice.

Jason is a member of the Million Dollar Round Table*, the Premier Association of Financial Professionals, and has been since 2014. He belongs to his industry advocacy organization, NAFIA, the National Association of Insurance and Financial Advisors. He also is a member of the FPA, the Financial Planning Association.

^Jason is a Financial Adviser and an Investment Advisor Representative with Eagle Strategies LLC, a Registered Investment Advisor, and a Registered Representative with New York Life Securities LLC. He holds his FINRA Series 6, 7, 63 and 66 securities licenses.

He and his wife, Leslie, married in 2000 and have two wonderful daughters. When he leaves the office for the day, family time fills the calendar. He also enjoys making wine and cooking for his family and friends.

“if you fail to plan, you plan to fail.”

– Ben Franklin & Edward Stockmaster

 

*MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance (2014 - 2019).

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