Jason is the Chief Executive Officer of SKWealth Management, L.L.C. and oversees the day-to-day operations of the firm and all of its employees. He specializes in advising clients in the many venues of wealth management and is a member of the SKWealth Management Investment Committee.

Jason’s unique ability is being responsive, explaining solutions and creating processes with optimism and efficiency so that he can build deep and meaningful relationships and be a reliable and trusted partner.

Jason provides financial planning advice for estate, retirement, insurance, charitable, and college planning, as well as other key financial issues. Jason helps clients develop investment strategies emphasizing proper asset allocations, and establishes balanced, well-diversified portfolios that are tailored to individuals’ goals and needs that have been identified during the financial planning process. He has testified as an expert witness as a CERTIFIED FINANCIAL PLANNER™ in court trials. Jason also specializes in providing financial planning services to non-traditional couples and families.

As a Partner at SKWealth, Mac works with clients to turn their hard work into financial freedom. He enjoys bringing clarity to complicated situations and watching clients make progress towards their financial and life goals.

Mac’s unique ability is taking on challenges, while focusing on what’s controllable and what matters, in order to dream of possibilities, find creative solutions, and turn obstacles into opportunities.

Active in the financial planning community, Mac serves as Chairperson on the Board of Directors of the Financial Planning Association of Rhode Island. Additionally, he founded the chapter’s “NexGen” community to aid in the development of less experienced financial planners.

Prior to entering the financial services industry in 2012, Mac served in the United States Marine Corps for 6 years. He deployed as a mortarman and dog handler in support of Operation Iraqi Freedom and Operation Enduring Freedom.

When not helping clients, Mac enjoys spending time on the tennis court where he makes up for his lack of skill with speed and a positive attitude.

Matthew is a member of SKWealth team having joined as Director of Investments in the spring of 2008. He has over thirty years of experience managing clients’ investments. Matthew’s past clients included individuals, pension plans, banks, insurance companies and corporations. He has experience with a wide variety of investment securities types including equities, fixed income, and alternative assets. Matthew chairs the SKWealth Management Investment Committee.

Matthew’s unique ability is creating a global strategic view and envisioning the possibilities of the future. Planning creative ideas and solutions to make his personal and clients’ experience enjoyable and dynamic.

Matthew oversees all of the firm’s investment management activities. His work encompasses research on the financial markets, the design of investment policies, building client portfolios, execution of trades, and monitoring the portfolios. He is also an adjunct professor at Johnson & Wales University teaching in their MBA & MSF program.

Kerry is the Operations Manager for SKWealth.  She is responsible for implementing and managing the operational procedures of our back-office and client services department. This role includes managing the Portfolio Accounting Management System, which ensures that client quarterly reports and online access are reconciled and accurate. She also oversees the client onboarding process.  Kerry started working in the financial services industry in 2001 and has a strong background in client service by working with financial advisors and CPAs.

Kerry’s unique ability is honoring commitments, striving to learn and grow, being supportive and turning challenges into opportunities in order to live a happy, balanced life and encourage others to live life to the fullest.

Amy joins SK Wealth in our continued growth as a Client Service Specialist. Amy is responsible for the data-gathering stage of our clients’ financial plans. She is also instrumental in assisting with client needs such as account openings, money transfers, and account administration. She started with SK Wealth in January 2020 and was encouraged to apply for the job by a friend that happens to be the husband of one of the Planners.

Amy’s unique ability is creating authentic connections within a community, providing a genuine support system and helping people build their confidence while working towards a collective objective or with a shared conviction.

Her education is in Biology and she spent almost a decade working in Biotechnology labs and then teaching high school science.  She has always held retail or customer service jobs, either as part-time work or as her career path.  Those roles helped her to develop good interpersonal and service skills, which translate well in her new role as a Client Service Specialist. In 2015, she began her role as President of a non-profit, Pawtucket Backpackers.  They are committed to providing weekend supplemental meals to any school children, of Pawtucket, RI, that live with weekend food insecurity.  Her work in the financial services began in 2017 at an independent broker’s office.

Christine graduated from Framingham State college in Business Administration/Finance. She worked as a bank teller at age 16 all through college. That is when she knew that she wanted to work in the financial world in some capacity. Christine started working with Putnam Investments right out of college and was there for 10 years in various positions. She found that each position was more intriguing than the previous. As much as she enjoyed working, Christine made the tough and rewarding decision to take a break and dedicate herself to raising her family of three children. When all three children were in school full time, she was grateful for the opportunity to again work within the financial realm part-time from home. Now that her children are a bit older, it is ideal for her to work in an office again. One day she looked on LinkedIn job opportunities and there it was, at the top of her search, SK Wealth Management, the unicorn of a job that she never thought existed.

Christine’s unique ability is to support those around her in successfully reaching their goals and experiencing true happiness, by brainstorming innovative and strategic action steps, that align with her morals and encompass compassion and positivity.

After 7 years working in Hospitality in both guest facing and internal positions, Andrew has decided to take his passion of providing meaningful service and help others, by translating it to financial planning. After discovering an interest in personal finance and financial markets, he decided to pursue a MS in Financial Management to further his education in the field and accepted a position at SK Wealth Management to begin his path to the CFP certification.

Andrew’s unique ability is to be forward thinking when analyzing options in order to create reliable systems and make valuable contributions towards what is needed. 

Being someone that always has had a passion for helping others, Andrew’s most fulfilling part of his job is being able to help his clients achieve their financial goals and feel confident in their financial decisions.  

Outside of work, Andrew and his fiancée enjoy sharing meals together, seeing live entertainment, specifically concerts and Broadway shows, and visiting amusement parks. Andrew also enjoys photography and values being able to capture moments and memories at family events. A former athlete he is a Boston sports fan and values health and wellness by working out consistently and cooking as many meals for he and his fiancée as he can.