Jason Llewellyn, CPA, CDFA®

President

Jason takes a holistic, personalized approach to financial well-being, providing clients with tailored guidance based on their unique needs and goals.

With a background in accounting and specialized training in divorce financial analysis, Jason brings technical expertise and genuine commitment to every client relationship. He actively serves on the Institute for Divorce Financial Analysts (IDFA) Board of Advisors and regularly speaks at legal education forums.