Bringing more than 20 years of experience in banking and finance, Jason has partnered with businesses of all sizes, from sole proprietors to publicly traded companies, to drive long-term financial and operational success. Specializing in Employee Stock Ownership Plans (ESOPs), Jason advises companies on structuring transactions, navigating leadership transitions and executing effective succession strategies. He helps ensure business continuity while safeguarding the interests of owners, employees and stakeholders throughout the ESOP lifecycle. Jason also co-hosts the podcast “Journey to an ESOP & Beyond,” helping business owners navigate the ESOP transaction process. Jason’s practical financial expertise and strategic insight make him a trusted advisor for organizations wanting to leverage employee ownership to support growth and preserve legacy.

With more than five years of public accounting experience, Makenzie brings a well-rounded perspective shaped by her work in audit and advisory. Starting her accounting career in audit, she expanded into consulting, focusing on ownership strategies and transitions. Today, she successfully leads advisory and succession planning engagements, specializing in transactional advisory and Employee Stock Ownership Plans (ESOPs). To that end, she co-hosts the “Journey to an ESOP & Beyond” podcast, helping business owners navigate the ESOP transaction process while highlighting its simplicity and dispelling common misconceptions. Makenzie combines a natural talent for translating complex financial concepts into actionable insights with exceptional client engagement skills to deliver meaningful results for her clients.