Jason Dessert

Jason Dessert

Financial Advisor | Enrolled Agent

Why do you do what you do?
I really enjoy helping clients layout their financial goals and developing strategies to meet those goals.

What’s the best advice you’ve ever received?
It was advice and is also a favorite quote:
Whether you think you can or think you can’t, you’re right.

When you’re not at the office, you can often be found doing what?
Spending time with my wife and four kids. We enjoy sports, hiking and traveling to new places.

MBA, University of Florida
B.S. Finance/M.I.S, University of Rhode Island

Professional Credentials
Enrolled Agent

Professional Affiliations
National Association of Tax Professionals
CFA Society of Providence

Community Affiliations
North Kingstown Jaguars Youth Football, Board Member
Parishioner, Saint Gregory the Great Church, Warwick