Jason E. Holland, CFP™, CPA, AIF, Starr-Mathews Financial, LLC., Managing Partner

Prior to co-founding Starr-Mathews Financial, LLC, Mr. Holland was responsible for the private banking efforts of AmSouth (now Regions) bank in the Georgia markets. He began his career with a regional accounting firm, where he later became a partner. Early in his career, Mr. Holland worked primarily as a tax advisor and business consultant for high net worth individuals and family businesses. Mr. Holland began working full time in the wealth management field when he and a fellow partner established a separate wealth management firm.

Through Starr-Mathews Financial, Mr. Holland specializes in providing independent, fee* only consulting to retirement plans and individuals. Mr. Holland and the firm strongly believe implementing an effective process coupled with advanced technology results in the most potential for client success.

Mr. Holland is a member of the North Georgia Estate Planning Council and the Financial Planning Association. He received his CPA in 1998 and earned his CERTIFIED FINANICAL PLANNER TM designation in 2000. He holds series 7, 66, 24 registrations and life and variable annuities licenses. Mr. Holland also holds the Accredited Investment Fiduciary designation.

A native of Georgia, Mr. Holland graduated from Furman University in Greenville, South Carolina with a B.A. in Accounting.

* Fee services are offered through LPL Financial
Securities registrations are held through LPL Financial