My mission is to carefully guide clients through the process of Equity Management while creating a unique experience and concierge level service that they will not find anywhere else in the industry.

Jason started working in Banking while attending College. His interest was in Finance and he found a home in the mortgage industry. Helping people with their overall financial plan gives him the satisfaction of helping clients look toward future goals, while also allowing him to expand upon his gift of financial aptitude. His focus has been to create an Equity Management Practice as a Mortgage Planner. As a Mortgage Planner, Jason helps his clients determine their overall long and short-term financial goals. He holds an Annual Mortgage Review with every client that closes a loan with his team to review the clients' financial goals on a regular basis to hold them accountable to the goals that they set during their initial dealings. This process is intended to increase liquidity, safety, and rate of return while minimizing taxes, improving cash flow, and reducing interest expense. Jason has built a business that is 100% referral from past clients and select group of Strategic Partnerships with both Financial and Real Estate Professionals.

Financial Planning Association of Maryland (FPA)

• Member since 2003
• Active on the Membership Committee since 2004
• 2006 Chairman of the Membership Committee

Greater Baltimore Board of Realtors (GBBR)

• Member since 2002
• Active on the Membership Committee since 2002
• Current Vice-Chairman of Membership Committee for 2006

Maryland Association of Realtors (MAR)

• Member since 2005
• Member of the Affordable Housing Committee

Women’s Council of Realtors (WCR)

• Member since 2004
• 2006 Advisor to Programs Committee

Baltimore Junior Association of Commerce (BJAC)

• Member since 2003
• Member of the Board of Directors since 2004
• 2005 Vice President and Chairman of Membership Committee
• 2006, Board of Directors, Coordinator of Corporate Partnership

Toastmasters International (TMI)

• Member since 2005.
• Achieved Competent Toastmaster (CTM) Award

• CMPS Institute Member since 2005 (www.cmpsinstitute.com)
• High Trust Sales Academy (2003 Graduate)
• XINNIX Edge Mortgage Training School (2004 Graduate)
• GBBR 9 Month Leadership Academy (2005 Graduate)

• Founder of the Jason Herzberger Fund (Click Here for info)
• Active Member of the Maryland Jaycees
• Regular Volunteer at St. Vincent’s Children Center
• Regular Volunteer at the Maryland SPCA in Baltimore
• Member of the B’more Fund (www.bmorefund.org)

• Nature and Urban Photography is a true love of mine
• Extensive Travel is one of my biggest passions
• Landscaping and Interior Design are hobbies
• I’m very interested in World History, especially the Roman Empire and Ancient Egypt.
• Visiting National Parks throughout the US is something I enjoy doing.