Jeff Brewer, CFP®
VP of Advisory Services, Choreo
Jason has a keen ability to connect people, process, and technology. He gets low in the business to ground key decisions in context and is able to align the firm's strategic vision with systems and practical workflows that solve operational inefficiencies at scale. He is intelligent and collaborative, a natural extension of your C suite. If you need help clarifying a problem, delineating roles and responsibilities on your team, and professionalizing and growing your firm, Jason would be a great asset to your organization.
Zak Leedom, CFP®
Wealth Advisor, OneDigital
As a financial advisor/planner who obsessively strives to maximize efficiency and focus solely on 2 things (Serving current clients & growing with new ones), it's crucial to have an expert capable of optimizing the systems & operations necessary to achieving those 2 goals. Jason has been my "mad scientist" in the background that understands how to implement the right technology to support the systems and operations that best fit my daily practice management needs. Although I like to call him my "mad scientist"... the irony is I've rarely ever scene him mad because he loves what does and is a joy to have as an extension of my team. His commitment to this expertise allows me to be a better advisor for my clients while providing the scalability that will allow me to reach my own professional dreams. Jason - you're the MVP us advisors need!
Mark Friedenthal
Founder & CEO, Tolerisk
Jason Mirabella is one of the most strategic thinkers I’ve met in financial services. He understands people, process, and product as a big picture as well as the nuances that differentiate. We worked with Jason while he was the COO of WealthSource, a multi-billion dollar RIA. He lead and executed the firm’s vision for a unique and unified technology stack, understanding that integrated process needed to support the goals of the individual advisors as well as the firm. Jason has that rare balance of elite acumen and strong interpersonal communication skills. And candidly, he’s just a pleasant partner with whom to work.
Sarah McLean
Chief Operating Officer, WealthPlan Partners
Jason brought a significant level of project management expertise that our firm was missing. He effectively connected all the systems within our organization and addressed the critical areas essential for the business to move forward. His ability to create visuals that clearly convey what we need is an invaluable asset. While I knew what steps were necessary to build and grow our firm, I couldn’t have translated those ideas into a compelling visual presentation that provided the buy-in to move these projects forward. Jason made that possible.
Patrick Brewer, CFA
CEO, WealthPlan Partners
Working with Jason has been a game-changer for our firm. His expertise in refining our advisor experience, enhancing communication between team members, and streamlining our standard operating procedures has been invaluable. Jason's approach is unique—where many advisory firms remain stuck in dysfunction or endlessly hire for tasks that could be automated, he brings a refreshing focus on efficiency and clarity. His work is not just about incremental improvements; it’s about transforming how we operate to ensure long-term success. If you're looking to elevate your firm's operations and truly optimize your processes, I highly recommend Jason.
Stewart Bale
Client Relationship Manager, OneDigital
I had the pleasure of working with Jason at WealthSource Partners, LLC before our company was acquired. During that time, Jason and his team created the best operating and work management system that I have ever used.
Jason's strategy prioritized organizational connectivity and work experience above all else. He separated task flow and process from the CRM system and developed a highly effective team framework to distinguish between reactive and proactive service. This framework was instrumental in helping us onboard clients, deliver advice, and ensure nothing fell through the cracks.
Jason’s approach significantly improved our ability to deliver a great client experience. Also, his creativity and first-principles thinking in problem solving was truly impressive.
Eric Patton
I had the pleasure of working with Jason at WealthSource Partners, a national RIA that I helped found in 2009. Jason joined us through an acquisition, and we immediately knew we had just added an A player to the team. We started him out as the Chief Platform Officer and tasked him with building a technology platform that all of our advisors would operate from. He was so successful in building that platform that we promoted him to the role of COO of the company.
The evolution that our firm went through with Jason at the helm was incredible. He has an incredible mind that helps him connect all the systems and services in a complex company into a process driven approach that is flexible to accommodate lots of nuance. I was always very impressed with his work, work ethic, demeanor, and knowledge of the RIA industry. If our firm wasn't acquired, by a larger firm, I'd still be working with him today, and hope to someday work with him again. I would highly recommend Jason Mirabella to any firm wanting to scale.
Bob Gavlak, CFP
, Balance Wealth
I am NOT an organized person at heart. I love spending my time meeting with clients, communicating with clients, building financial plans - any of the fun stuff. Jason's insights helped my firm and team streamline operations and technology to the extent that I almost don't need to worry about it. To this day, our team still uses Jason's foundational insights and strategies to make sure nothing falls through the cracks or gets missed.
This, in turn, allows me to focus on the things I love to do - instead of many of the things we have to do.
Not only is he smart and thoughtful in his approach, he's also a great human and a pleasure to work with. I can't recommend him enough for the work he does, as my business wouldn't be where it is today without it.
Jeff Brewer, CFP®
VP of Advisory Services, Choreo
Jason has a keen ability to connect people, process, and technology. He gets low in the business to ground key decisions in context and is able to align the firm's strategic vision with systems and practical workflows that solve operational inefficiencies at scale. He is intelligent and collaborative, a natural extension of your C suite. If you need help clarifying a problem, delineating roles and responsibilities on your team, and professionalizing and growing your firm, Jason would be a great asset to your organization.
Zak Leedom, CFP®
Wealth Advisor, OneDigital
As a financial advisor/planner who obsessively strives to maximize efficiency and focus solely on 2 things (Serving current clients & growing with new ones), it's crucial to have an expert capable of optimizing the systems & operations necessary to achieving those 2 goals. Jason has been my "mad scientist" in the background that understands how to implement the right technology to support the systems and operations that best fit my daily practice management needs. Although I like to call him my "mad scientist"... the irony is I've rarely ever scene him mad because he loves what does and is a joy to have as an extension of my team. His commitment to this expertise allows me to be a better advisor for my clients while providing the scalability that will allow me to reach my own professional dreams. Jason - you're the MVP us advisors need!
Mark Friedenthal
Founder & CEO, Tolerisk
Jason Mirabella is one of the most strategic thinkers I’ve met in financial services. He understands people, process, and product as a big picture as well as the nuances that differentiate. We worked with Jason while he was the COO of WealthSource, a multi-billion dollar RIA. He lead and executed the firm’s vision for a unique and unified technology stack, understanding that integrated process needed to support the goals of the individual advisors as well as the firm. Jason has that rare balance of elite acumen and strong interpersonal communication skills. And candidly, he’s just a pleasant partner with whom to work.
Sarah McLean
Chief Operating Officer, WealthPlan Partners
Jason brought a significant level of project management expertise that our firm was missing. He effectively connected all the systems within our organization and addressed the critical areas essential for the business to move forward. His ability to create visuals that clearly convey what we need is an invaluable asset. While I knew what steps were necessary to build and grow our firm, I couldn’t have translated those ideas into a compelling visual presentation that provided the buy-in to move these projects forward. Jason made that possible.
Patrick Brewer, CFA
CEO, WealthPlan Partners
Working with Jason has been a game-changer for our firm. His expertise in refining our advisor experience, enhancing communication between team members, and streamlining our standard operating procedures has been invaluable. Jason's approach is unique—where many advisory firms remain stuck in dysfunction or endlessly hire for tasks that could be automated, he brings a refreshing focus on efficiency and clarity. His work is not just about incremental improvements; it’s about transforming how we operate to ensure long-term success. If you're looking to elevate your firm's operations and truly optimize your processes, I highly recommend Jason.
Stewart Bale
Client Relationship Manager, OneDigital
I had the pleasure of working with Jason at WealthSource Partners, LLC before our company was acquired. During that time, Jason and his team created the best operating and work management system that I have ever used.
Jason's strategy prioritized organizational connectivity and work experience above all else. He separated task flow and process from the CRM system and developed a highly effective team framework to distinguish between reactive and proactive service. This framework was instrumental in helping us onboard clients, deliver advice, and ensure nothing fell through the cracks.
Jason’s approach significantly improved our ability to deliver a great client experience. Also, his creativity and first-principles thinking in problem solving was truly impressive.
Eric Patton
I had the pleasure of working with Jason at WealthSource Partners, a national RIA that I helped found in 2009. Jason joined us through an acquisition, and we immediately knew we had just added an A player to the team. We started him out as the Chief Platform Officer and tasked him with building a technology platform that all of our advisors would operate from. He was so successful in building that platform that we promoted him to the role of COO of the company.
The evolution that our firm went through with Jason at the helm was incredible. He has an incredible mind that helps him connect all the systems and services in a complex company into a process driven approach that is flexible to accommodate lots of nuance. I was always very impressed with his work, work ethic, demeanor, and knowledge of the RIA industry. If our firm wasn't acquired, by a larger firm, I'd still be working with him today, and hope to someday work with him again. I would highly recommend Jason Mirabella to any firm wanting to scale.
Bob Gavlak, CFP
, Balance Wealth
I am NOT an organized person at heart. I love spending my time meeting with clients, communicating with clients, building financial plans - any of the fun stuff. Jason's insights helped my firm and team streamline operations and technology to the extent that I almost don't need to worry about it. To this day, our team still uses Jason's foundational insights and strategies to make sure nothing falls through the cracks or gets missed.
This, in turn, allows me to focus on the things I love to do - instead of many of the things we have to do.
Not only is he smart and thoughtful in his approach, he's also a great human and a pleasure to work with. I can't recommend him enough for the work he does, as my business wouldn't be where it is today without it.
Jeff Brewer, CFP®
VP of Advisory Services, Choreo
Jason has a keen ability to connect people, process, and technology. He gets low in the business to ground key decisions in context and is able to align the firm's strategic vision with systems and practical workflows that solve operational inefficiencies at scale. He is intelligent and collaborative, a natural extension of your C suite. If you need help clarifying a problem, delineating roles and responsibilities on your team, and professionalizing and growing your firm, Jason would be a great asset to your organization.
Zak Leedom, CFP®
Wealth Advisor, OneDigital
As a financial advisor/planner who obsessively strives to maximize efficiency and focus solely on 2 things (Serving current clients & growing with new ones), it's crucial to have an expert capable of optimizing the systems & operations necessary to achieving those 2 goals. Jason has been my "mad scientist" in the background that understands how to implement the right technology to support the systems and operations that best fit my daily practice management needs. Although I like to call him my "mad scientist"... the irony is I've rarely ever scene him mad because he loves what does and is a joy to have as an extension of my team. His commitment to this expertise allows me to be a better advisor for my clients while providing the scalability that will allow me to reach my own professional dreams. Jason - you're the MVP us advisors need!
Mark Friedenthal
Founder & CEO, Tolerisk
Jason Mirabella is one of the most strategic thinkers I’ve met in financial services. He understands people, process, and product as a big picture as well as the nuances that differentiate. We worked with Jason while he was the COO of WealthSource, a multi-billion dollar RIA. He lead and executed the firm’s vision for a unique and unified technology stack, understanding that integrated process needed to support the goals of the individual advisors as well as the firm. Jason has that rare balance of elite acumen and strong interpersonal communication skills. And candidly, he’s just a pleasant partner with whom to work.
Sarah McLean
Chief Operating Officer, WealthPlan Partners
Jason brought a significant level of project management expertise that our firm was missing. He effectively connected all the systems within our organization and addressed the critical areas essential for the business to move forward. His ability to create visuals that clearly convey what we need is an invaluable asset. While I knew what steps were necessary to build and grow our firm, I couldn’t have translated those ideas into a compelling visual presentation that provided the buy-in to move these projects forward. Jason made that possible.
Patrick Brewer, CFA
CEO, WealthPlan Partners
Working with Jason has been a game-changer for our firm. His expertise in refining our advisor experience, enhancing communication between team members, and streamlining our standard operating procedures has been invaluable. Jason's approach is unique—where many advisory firms remain stuck in dysfunction or endlessly hire for tasks that could be automated, he brings a refreshing focus on efficiency and clarity. His work is not just about incremental improvements; it’s about transforming how we operate to ensure long-term success. If you're looking to elevate your firm's operations and truly optimize your processes, I highly recommend Jason.
Stewart Bale
Client Relationship Manager, OneDigital
I had the pleasure of working with Jason at WealthSource Partners, LLC before our company was acquired. During that time, Jason and his team created the best operating and work management system that I have ever used.
Jason's strategy prioritized organizational connectivity and work experience above all else. He separated task flow and process from the CRM system and developed a highly effective team framework to distinguish between reactive and proactive service. This framework was instrumental in helping us onboard clients, deliver advice, and ensure nothing fell through the cracks.
Jason’s approach significantly improved our ability to deliver a great client experience. Also, his creativity and first-principles thinking in problem solving was truly impressive.
Eric Patton
I had the pleasure of working with Jason at WealthSource Partners, a national RIA that I helped found in 2009. Jason joined us through an acquisition, and we immediately knew we had just added an A player to the team. We started him out as the Chief Platform Officer and tasked him with building a technology platform that all of our advisors would operate from. He was so successful in building that platform that we promoted him to the role of COO of the company.
The evolution that our firm went through with Jason at the helm was incredible. He has an incredible mind that helps him connect all the systems and services in a complex company into a process driven approach that is flexible to accommodate lots of nuance. I was always very impressed with his work, work ethic, demeanor, and knowledge of the RIA industry. If our firm wasn't acquired, by a larger firm, I'd still be working with him today, and hope to someday work with him again. I would highly recommend Jason Mirabella to any firm wanting to scale.
Bob Gavlak, CFP
, Balance Wealth
I am NOT an organized person at heart. I love spending my time meeting with clients, communicating with clients, building financial plans - any of the fun stuff. Jason's insights helped my firm and team streamline operations and technology to the extent that I almost don't need to worry about it. To this day, our team still uses Jason's foundational insights and strategies to make sure nothing falls through the cracks or gets missed.
This, in turn, allows me to focus on the things I love to do - instead of many of the things we have to do.
Not only is he smart and thoughtful in his approach, he's also a great human and a pleasure to work with. I can't recommend him enough for the work he does, as my business wouldn't be where it is today without it.