Meet the Team
Investing is personal. We enjoy getting to know our clients individually and helping them pursue their long-term financial goals.
Our clients enjoy access to the same products and strategies that we use in our personal portfolios. This includes investments, insurance and annuities, tax and estate planning, and small business retirement plans.
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At AIP, we foster a culture of learning and continuous growth. These videos serve as a way to educate others and hold ourselves accountable.
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Check out our outlooks and insights from Jason's appearances on CNBC, NBR, Bloomberg, Fox Business, TD Network, Moneylife, and more.
Watch the Interviews >>