One of the most valuable resources Jacen possesses after more than thirty years in asset-based wealth planning is the significant relationships he has cultivated with trusted, leading experts in this industry.

Since 1992, he built an alliance with some of the country's most distinguished professionals in Life Insurance, Long-Term Care, Annuities, Estate Planning, and Advanced Planning Attorneys.  It's his continual privilege to service hundreds of clients, advisors, and agencies to improve and protect the wealth of thousands of families.

Jacen has worked closely with teams, producing extensive financial protection strategy seminars and national panel discussions, and developed asset-based training materials for financial advisors.  Working with one of the nation's leading financial companies, he has been recognized as a leader in asset-based tax advantage strategies.  Today, advisors, agents, CPAs, attorneys, and wholesalers in every major bank, wirehouse, broker-dealer, and independent broker nationwide utilize these concepts. 

Tax implications, protecting retirement income, and affordability are paramount to consumer concerns.  The ability to "age in place" with dignity while protecting a financial portfolio is a universal ambition Jacen has repeatedly heard in the field for over 30 years.  

Jacen formed Tax Advantaged Protection Group to combine his significant planning expertise with the vast resources of his relationships to represent only the best-rated financial institutions and products in the marketplace.  Finding a "one size fits all" product or company is not a wise choice, so we have aligned ourselves with various industry leaders to find the right fit for you.  Our team has over 100 years of experience helping people and advisors; if we cannot help you directly, we may know the right person who can help. 

Jacen strives for a work/life balance, calling Northern Virginia home with his wife and best friend of 35 years, Megan.  They are grateful for this chapter in life as their two adult kids navigate post-college, new jobs, and beyond.  He enjoys hiking, kayaking, and exploring new places in his free time as an enthusiastic traveler and passionate sports fan.

We look forward to learning about you.