Jason is our Client Service Financial Associate, assisting in account management, financial planning operations, and client relationship coordination. He is dedicated to providing each client with an exceptional service experience and takes pride in helping individuals and families work toward their financial goals with clarity and confidence.
He earned his Master of Science in Marketing with a Data Analytics pathway from Stonehill College, where he competed on the Division I football team. He also holds a Bachelor of Science in Economics from the University of Massachusetts Amherst, where he was also a member of the University’s Division I football program.
Prior to joining Santoro Financial Planning Group, Jason gained experience in banking and analytics, where he developed his skills in client communication, data-driven decision-making, and strategic problem-solving. His strong analytical background, combined with a genuine commitment to helping others, allows him to approach each client relationship with professionalism, integrity, and care.
A lifelong resident of the local area, Jason enjoys sports, fitness, and spending time with family and friends.