Our Team

Jason assists financial advisors around the country with their clients’ estate and business planning, life insurance planning, long term care and disability needs. Jason works closely with a team of specialists in many areas of financial planning and advises clients with both simple and complex planning strategies. With his strong background in insurance sales his knowledge of case design, impaired risk underwriting, and carrier niches, Jason is determined to help his trusted advisors expand their business.

Jason has been active in local organizations such as NAIFA and the Financial Planners Association. Jason is married and has two children and resides in Dublin, Ohio. Aside from spending time with his family and friends he is an avid golfer and OSU athletics. Jason has his Series 6 and 63 licenses along with his Insurance Licenses.

Anne has been in the insurance industry for thirty-six years. She began her career
in sales and marketing at one of the largest Brokerage General Agencies in the
country. Anne is knowledgeable in the areas of Life, Disability Income, Annuities,
and Long-Term Care Insurance. She specializes in case design, client solutions and difficult to place risks. Anne has experience in personal production along with managing home office underwriting, policy service, and career agency sales force.
Anne is a recipient of the Bill Rankin Advisor of the Year Award and the Edward F. Glennon Lifetime Achievement Award. She is a past president of St. John’s
Cathedral Women’s Ministry. A past member of the Morrison Center Guild and a current member of the Plantation Country club Ladies Association.

Marcia has been in the insurance industry for over 40 years.  She began her career in the underwriting department of a large insurance company and moved into sales and marketing for one of the largest Brokerage General Agencies in the country.  She can assist you with client solutions and difficult to place risks as well as providing you with illustrations to meet your client needs.  You will find her helpful with home office underwriting, policyholder service and overseeing the administrative functions of Buckeye Life Brokerage.