Dedicated portfolios, retirement income planning, investment management. Jason is a CERTIFIED FINANCIAL PLANNERTM practitioner and Retirement Income Certified Professional® specializing in retirement planning at BWM, LLC. His articles have been published in the Journal of Financial Planning. He currently serves as a Peer Reviewer for the Journal of Financial Planning. In 2014, Jason was appointed by the Governor to serve on the College Savings Mississippi Board, where he served as Investment Committee Chair.