My Team
Jason Danforth, MBA
Jason is the operations leader for the practice and oversees all things related to client accounts and service. Clients appreciate Jason’s attention to detail, clear communication, and responsiveness as he assimilates them into the practice and meets ongoing investment and insurance service needs. Jason has worked in operational roles for over ten years, specifically serving as an executive pastor, school administrator, and operations analyst at a wealth management firm.
Jason grew up in North Carolina and became good friends with David at UNC-Chapel Hill, where he earned his BSBA. He holds master’s degrees from the Neeley School of Business at Texas Christian University (MBA) and Dallas Theological Seminary (MABS and MACE). Jason and his wife Kim enjoy biking, hiking, and mentoring youth.