Jason began his career at an investment firm five years prior to joining Hefren-Tillotson in 1998. He continued with Baird when the two firms merged in 2022. Jason is a graduate of West Virginia University with a Bachelor of Science in Business Administration, emphasizing in Accounting and Finance. In addition to multiple financial and insurance licenses, Jason earned the Accredited Investment Fiduciary Analyst^® (AIFA^®) professional designation from the Center for Fiduciary Studies/University of Pittsburgh Katz Graduate School of Business. He has received formal training in investment fiduciary responsibility. 

With more than 30 years of experience, Jason leads The Harrison Group with expertise in comprehensive financial planning with an emphasis on wealth management, retirement plan consulting, and fiduciary investment guidance.

Jason is a member of the investment committee of the University of Pittsburgh Medical Center (UPMC); treasurer of the board and current chair of the finance committee for Magee-Womens Research Institute and Foundation; board treasurer of Aquinas Academy; member of LiveLikeLou.org advisory board; and member of the Pittsburgh Society of Investment Professionals.

Lynn began her financial services career in the foreign exchange department of a large regional bank. In 2011, she joined Hefren-Tillotson Corporate Services as a Retirement Plan Coordinator, guiding corporate and nonprofit clients through all aspects of retirement plan management. She continued in this role when Hefren-Tillotson merged with Baird in 2022.

In 2025, Lynn joined The Harrison Group as an Associate Financial Advisor, where she leads the team’s retirement plan consulting practice. With more than 14 years of experience, Lynn brings expertise in ERISA compliance, fiduciary responsibility and 401(k) best practices, including investment management and education.

In addition to multiple securities and insurance licenses, Lynn holds an Accredited Investment Fiduciary (AIF®) designation from FI360 and a Certified Plan Fiduciary Advisor (CPFA®) from the National Association of Plan Advisors. Lynn is a proud graduate of Penn State University and CUNY Brooklyn College.

Brian brings more than 20 years of expertise to the team, combining strong communication, problem-solving skills, and attention to detail to help clients achieve their goals. Brian is a Client Specialist who is responsible for assisting with day-to-day client needs and providing support for the team. Brian graduated from Rutgers University where he earned a Bachelor of Arts Degree in Economics, minoring in Philosophy.

Coco joined the team in 2023, bringing energy and enthusiasm to help our clients access information necessary to meet their objectives. She is dedicated to building long-term relationships with clients by actively listening, understanding their needs, and helping our team deliver financial solutions that meet their goals. Coco graduated from the University of Arizona with a Bachelor of Science Degree in Care, Health and Society.