Jason A. Snyder,
CFP®, ChFEBC℠, AIF® Wealth Planner, RJFSJason was originally drawn to financial services because of the opportunity to help and educate people. His passion lies in optimizing clients’ financial situations.
On a day-to-day basis, he is a reliable resource answering client questions related to the markets and financial planning; proactively rebalancing portfolios; and collaborating closely with estate planners, accountants and other financial professionals to execute comprehensive financial strategies. Jason’s specialized knowledge in Federal employee benefits further enhances the services he delivers.
He has a background in both operations and advising, which equips him with proficiency in managing operations, trading and cybersecurity, as well as financial planning. Alongside his professional designations, Jason holds a bachelor’s degree in finance from Central Michigan University.
Outside of work, he enjoys keeping active through cycling, volleyball and disc golf. He was born in Annapolis, Maryland, and has lived in various states, including Virginia and Michigan, before he returned to Maryland – where he now lives with his spouse and young daughter.
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