For over four decades, Jason has been a trusted adviser to individuals and families seeking guidance at every stage of their financial journey. Jason offers a thoughtful approach to all aspects of financial life, including financial and estate planning, designing life insurance strategies tailored to individual needs, and managing wealth with a focus on long-term growth and stability. Guided by a client-first philosophy, Jason is committed to helping clients navigate their financial lives with clarity and confidence. Understanding the emotional complexities at the heart of estate planning, Jason is deeply committed to helping clients build, protect, and preserve their wealth during their lifetime and for future generations.

Jason began his career as an agent with New York Life in 1979. He is an Investment Adviser Representative with Eagle Strategies LLC, a Registered Investment Adviser, and a Registered Representative, with NYLife Securities LLC. In 2025, Jason founded Hooz Wealth Strategies and Insurance Solutions, LLC with a clear vision: to preserve the trust he has built over a decades-long career while reinforcing the value of a collaborative, team-based approach. The firm is grounded in the belief that clients are best served through shared expertise, diverse perspectives, and continuity of care. This commitment to teamwork ensures that every client benefits from a deeper level of insight and a coordinated strategy designed to support their financial goals.

In 2022, Jason was honored as Council President, the highest distinction for an agent at New York Life, reflecting a career built on consistent dedication and strong client relationships. He has qualified for Chairman’s Council for more than 30 years, including many years at the prestigious Cabinet level. He is a Top of the Table qualifier and lifetime member of the Million Dollar Round Table. Jason is also a diamond member of Annuity Elite.

Jason is a graduate of the University of New Hampshire and holds the Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), and Certification for Long-Term Care (CLTC®) designations.

Jason has dedicated his life to ensuring his clients are secure in their retirement. Outside of the office, Jason is an enthusiastic traveler. Having already visited many parts of the world, his next adventure is just around the corner.