Jason Maxey

Jason Maxey, QPFC, serves as the Director of New Business and Plan Services, drawing from extensive experience in financial services. They have previously held roles such as Team Leader and Advisory Services Manager at The Standard, where they focused on team development, client communication, and compliance oversight. With a background as a Personal Financial Advisor and ERISA consultant, Jason has cultivated a diverse skill set that enhances their ability to assist clients in achieving their financial goals. Jason is currently pursuing an Associates of Arts at Daytona Beach Community College and an Associates Degree in Economics at Daytona State College. They earned a Bachelor's degree in Business Administration and Management from LeTourneau University.