Jason Scott
Associate Financial Planner
Client Service Associate
Phone: 614.326.3077
“I’m excited to be a part of a company that takes great pride in giving our clients the tools and support for financial health. “Fee-Only” financial planning empowers our clients through coaching and education, to embrace a mindset of wealth that fuels their goals and paves a path to financial success.”
-Jason Scott
Jason Scott joined the “Managing to be Wealthy” team as an intern in 2021, and subsequently accepted a dual role as both Associate Planner and Client Service Associate. This unique position provides a harmony between the support of meeting preparation activities, execution of planning concepts with clients and our investment custodians and the support of advisor-specific processes.
Jason’s role with our firm has not only expanded his professional development but allows him the ability to hone and refine our client relationships on the service side of our business at John E. Sestina and Company. As a part of his journey toward becoming a CERTIFIFED FINANCIAL PLANNER™ professional, Jason is also in the process of pursuing his degree in Financial Planning, Financial Management and Business Management.