Stewardship Business Consultants

“Jason helped take us to the next level, in addition to making several key hires at the firm he also led the charge with refining our client segmentation standards and client service model. That allowed us to customize our marketing and service efforts to specific clients and groups of clients.” 

"Jason came to us at the right time. We wanted to update our operational structure and technology stack.  He was able to help us solidify our vision and define the details of how to successfully execute the new plan.  Jason is an expert on the most effective use of a CRM, which by itself, can be transformative to a business. We are very appreciative of our relationship with him and what he has done for our firm."