Jason Austell, MSFS, CFP®, CHFC®, CLU®, CASL®, RICP®, AEP®, CAP®, CHSNC®, CPFA®, TPCP®, is a 2001 graduate of North Carolina State University, where he majored in finance and minored in accounting and economics.

He has over 20 years of experience working with clients in both the personal and professional markets, where he utilizes the financial planning process as the core to his relationships. He holds FINRA Series 7, 66, 24 and 53 licenses, as well as state life/accident/health. He is a CFP® professional and has obtained the designations of Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), Certified Advisor for Senior Living® (CASL®), Retirement Income Certified Professional® (RICP®), Accredited Estate Planner® (AEP®), Chartered Advisor in Philanthropy® (CAP®), Chartered Special Needs Consultant® (ChSNC®) and Tax Planning Certified Professional® (TPCP®).

In 2017, Austell completed his Master of Science in Financial Services (MSFS) at The American College of Financial Services. Austell is a past president of NAIFA NC and has been a member since he began his career. He is also a member of the Charlotte Estate Planning Council and the Rotary Club of Gastonia. Austell serves on the board of CaroMont Health. Austell enjoys sports, travel and good food. He lives in Gastonia, NC with his wife Stacey and their three children Grant, Emerson, and Ansley.