Jason Shutts CFP®
Jason joined Bowers Private Wealth Management in 2022 as the Client Liaison, utilizing the hospitality skills he learned in over a decade of restaurant management experience.
He received his B.S. in Finance from Southern New Hampshire University in 2021. After extensive coursework and studying, Jason obtained his CFP® certification in 2025. He is currently pursuing the Enrolled Agent designation to enhance his knowledge of tax laws and regulations to strengthen the firm's tax-planning strategies.
When not at work or studying, Jason enjoys spending time outdoors, attending various music festivals, and cooking for friends and family. He also actively participates in the IRS's Volunteer Income Tax Assistance (VITA) program, helping individuals and families with their tax preparation needs. He resides in Wendell with Carla, their two daughters, and their pet chinchillas.