Your Team

Jason Good, CFA, CFP®

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.

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Patti Good

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.

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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:

Accountants
Attorneys
Insurance Experts
Mortgage / Banking Experts
Charitable Giving Experts

If this sounds like a team with whom you would enjoy working, read our commitment to always acting in your best interest.