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.

With over 35-years of experience in the insurance industry, I am dedicated to serving clients and navigating the ever-evolving landscape of insurance since 1985.  In 2006, I joined The Marketing Alliance, Inc and teamed up with Buckeye Life Brokerage to provide the very best service and expertise in the Annuity Industry.

Beyond my professional life, I enjoy getting my vitamin D by the pool side and spending time with my family. I married my high school sweetheart, and we are proud parents of 1 daughter and grandparents to two AMAZING grandchildren.

With over 25 years of experience in the life insurance industry, Mira is a highly skilled and dedicated Case Manager known for delivering exceptional client support and operational excellence. Throughout their career, they have developed deep expertise in underwriting coordination, policy management, and client relations, ensuring each case is handled with precision, efficiency, and care.

Mira has a proven track record of managing complex cases from application through policy issuance, working closely with agents, underwriters, and clients to streamline processes and resolve challenges. Her strong attention to detail, regulatory knowledge, and commitment to compliance have consistently contributed to improved turnaround times and high client satisfaction.

Recognized for her professionalism and problem-solving abilities, Mira excels in fast-paced environments and is adept at balancing multiple priorities while maintaining accuracy.