I’m Jason Gilbert.

An advisor, CPA, founder, dad, and the guy a lot of people call when they’re making a big financial decision.

I work with successful business owners and families to bring clarity and structure to complex financial lives — across investing, tax strategy, estate planning, and big-picture decision-making.

My background blends investment advisory, tax and estate strategy, and business structuring — which means I can sit at the table with your lawyer, accountant, and investment team and actually speak everyone’s language.

As the Founder and Managing Partner at RGA Investment Advisors LLC, I serve as a fiduciary, putting your interests first in everything I do.

Whether you’re a client or not, I’m happy to be a sounding board.

Sometimes a quick conversation can save you time, money, or just give you peace of mind.

That’s what I’m here for.

Drop me a line through the contact form, shoot me an email, or grab some time on my calendar for a call.

Want the full story? Check out my About page.