Jason is a wealth consultant and founding partner of Pathfinder Wealth Consulting. He has been in the financial services industry since 1999.
He is a CERTIFIED FINANCIAL PLANNER™ professional. He also earned the Accredited Investment Fiduciary® professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh. He has received the center’s formal training in investment fiduciary responsibility, and he was the first AIF® designee in the Greater Wilmington area.
Jason was born in Dayton, Ohio, and moved to Eastern North Carolina when he was seven years old. He graduated magna cum laude from the University of North Carolina Wilmington in 1999 with a BS in finance. He went on to graduate as Outstanding MBA student in 2003 from UNCW. In 2004, he received the Young Alumnus of the Year Award from his alma mater and is past chairman of the Board of Directors for its Alumni Association.
Jason teaches Corporate Finance in the Cameron School of Business at UNCW. He is a member of the Financial Planning Association, the Financial Services Institute, the Center for Fiduciary Studies, and the Coastal Conservation Association. He is also a member of Pine Valley Country Club.
Jason resides in Wilmington with his wife, Ashley; daughter, Merritt; and their two rescue dogs, Vader and Maya. He is passionate about surfing and loves to travel to new surf spots around the world. When there are no waves, he spends his time outdoors playing golf and competitive beach volleyball and boating with his family.
Megan serves as business development officer for the team’s wealth management services business. Megan was an educator before joining the industry in 2007 to help families with their financial planning and investment needs. Prior to Pathfinder, she was a financial advisor with Merrill Lynch. Megan is responsible for new business development for the team. She introduces prospective clients to the team, making sure their comprehensive wealth management needs are aligned with the firm’s expertise.
Originally, a native Clevelander, both college and the weather brought Megan to North Carolina, where she graduated from ECU with a BS in economics. Megan is an active participant in the community; she is a member of EWGA, Toastmasters, and the Cape Fear Elder Abuse Prevention Network.
Megan is married to Chef Keith Kopka, a Culinary Institute of America graduate. A chef is a great asset to a family that loves dining! Keith, Megan, and their two children, Bruce and Jaden, enjoy fine cuisine in their home. Megan and Keith happily claim their seats in the crowd as spectators at girls travel soccer for Jaden’s and for Bruce’s numerous positions for Ashley High School football, varsity wrestling, and pole vaulting for the Ashley track team coached by his dad, Keith. The entire water-loving family enjoys their down time at the area beaches and love living near the ocean.