Account Vice President
Jason Sherwood brings over a decade of experience combined in both the financial and insurance service industries, after he spent time at fortune 500 companies. His formal education includes an M.B.A., from Waynesburg University, and a Bachelor of Science in Business Administration, from Messiah College. Jason grew up in Chesapeake, VA and is a graduate of Greenbrier Christian Academy.
Jason specializes in working with a select group of families and businesses, focusing on serious long-term investors, to help them make educated decisions about their finances. Do you need help with any of the following: What will my retirement income look like? When should I take social security? What retirement plan is best for my company? Do you struggle with these questions or others like it? Do you know when you can retire or transition to that business you always wanted to start? How are you going to pass wealth on for generations, or to your favorite charity, that is so close to your heart? Do you need help making financial decisions around major life transitions such as: getting married or divorced, birth of a child or loss of a loved one, education, career change, or retiring? Jason can assist you, as you plan for the future and variables of life.
Jason Sherwood also enjoys giving back to the community through his involvement and leadership in civic groups. He has served as past president of the Cranberry Area Jaycee’s and is currently an active member and president of the Manteo Rotary Club. Jason also sits on the board at Creative Choices Pregnancy Resource Center, and coaches high school varsity basketball at WCA. He and his family attend Manteo First Assembly of God, where his wife is on staff. Jason, his beautiful bride Mary Ann, and their sons Jaden and Mathias reside in Manteo, NC.