Jason Lampe, the son of founder Carol Lampe, has been training in financial planning since childhood. Before formally entering the profession in January, 2006, Jason had a successful career in business development for the Internet division of Barnes & Noble.com in New York City. During his career there, he pioneered online sales to public and academic libraries; established the business-to-business division's strategic partnership program; and forged alliances with Fortune 500 companies such as American Express, Ford, and Pfizer. Earlier, he co-founded a Los-Angeles-based corporation selling textiles to interior designers in showrooms throughout the United States.

Personally, Jason has a passion for travel, finance, and road and mountain cycling, and splits his time between New York City, Brazil, and Pittsburgh.