Jason’s role on your team
Jason is the owner and primary advice giver at Excelsior Investors. He views his role as a behavioral investment counselor and focuses his time on helping clients avoid costly mistakes that could harm their financial independence. If you get a chance, ask him about his book folder.Read More
Patti’s role on your team
Patti is the Client Service and Operations Manager at Excelsior Investors. Her primary duty is making sure clients have anything and everything they need in a timely manner.Read More
The rest of our team
We have intentionally limited the size of our firm to ensure that every client receives the very highest level of personalized service. We maintain a network of professionals whose knowledge and experience rivals that of the largest firms. This includes:
If this sounds like a team with whom you would enjoy working,
read our commitment to always acting in your best interest.