Hi, I’m Jason Silverberg. I started this practice back in 2005 with a mission to serve as many people as I can to help them become the best versions of themselves.
By addressing the fear, anxieties, and unknowns around your money, you can focus your time and energy on what matters most. We strive to help clients create a brighter future by helping them understand the nuances of their personal financial life.
Everyone’s situation is unique and everyone has a story to share. Money means different things to different people. Through our customized financial planning process, we listen and learn about your background, values, and vision of your financial future. From there, we create your personalized financial plan, which dives into the “why” behind the numbers. The plan can be a helpful guide through life’s twists and turns. With proper execution and consistent check-ins, it can help you achieve your definition of an abundant and impactful financial life.
I know firsthand how money can impact a family and a business. At the age of 13, I had my Bar-Mitzvah. This monumental occasion represents a Jewish boy’s journey into manhood. It was a turning point in my childhood.
The eventful day came and went and my loved ones were generous with their gifts. My parents helped me invest the money that I received into the markets. I actually made enough money to buy my first car. This fueled my passion for helping people navigate the financial markets while also pursuing financial goals.
Now, as a Financial Planner, I embrace your financial goals with passion and vigor. Whether that’s giving you the confidence to retire without the worry of outliving your money or providing your children or grandchildren with a college education or even just helping you to organize your finances so that you know where everything is and access it as necessary. I’m confident that we can work together to create a plan to help you become financially independent.
All my experiences have shaped who I am today. As a parent of two children, Joshua and Rebecca, I teach them about the positive ways money can impact your life if treated properly. I’ve learned a lot and still have a lot to learn. I’m looking forward to giving them, and you, the same gift that my parents gave me. The gift of a financial education.
Jake Amsellem
Financial Planner
Brandon Lipsky
Client Services Associate
Brandon Lipsky serves as Client Services Associate for the Silverberg Financial team, where he focuses on delivering responsive, detail-oriented support to clients and helping ensure a smooth day-to-day service experience.
He has a strong background in financial services operations and client support. Prior to joining the firm, Brandon worked with MUFG Investor Services and has held roles involving account servicing, operational support, client communications, and financial transaction processing. Over the course of his career, he has developed experience handling a variety of client requests and is known for his calm demeanor and client-first mindset.
Brandon enjoys helping clients navigate administrative and operational matters with clarity and confidence. He values strong communication, collaboration, and creating a positive experience for both clients and colleagues.
Brandon is a native New Yorker (big New York Yankees fan) and Silver Spring resident for the last seven years. He also enjoys classic films, TV, and music, as well as traveling with his wife, Allison, and hanging with their dog, Bo.
Nicole Harrison
Paraplanner
As a CERTIFIED FINANCIAL PLANNER™ Professional, Nicole helps Jason and the team develop comprehensive financial plans to provide tailored and strategic advice to their clients. Her independent role provides an opportunity for an objective, analytical view of a client's financial position. Because Nicole's primary responsibility is the development of financial plans, the team is able to devote substantial time and attention to each unique analysis.
A graduate from the University of Maryland, Nicole also brings over ten years of fee-based financial planning experience to the team. She is also a founding member of the Prince George's County Collaborative Professional Association, and volunteers on the Board of Directors for The Collaborative Project of Maryland; two organizations which help facilitate positive outcomes for families going through divorce and separation.
Nicole holds the following series 7 and 66 securities registrations, as well as the Life and Health insurance licenses. She is a resident of Silver Spring, and a native Marylander. Her favorite pastimes include spending time with her family and friends and taking road trips on her motorcycle.
Lindsay Carter
Tax Director
Lindsay leads her team at FAA Tax, where she works closely with the Silverberg Financial team to help clients identify tax-saving opportunities through proactive planning. After four years in public accounting, she joined the team in 2014 and has become an integral part of our planning process.
Lindsay joined the team as a result of her interest in working with individuals and families on their retirement, trust, and estate planning goals. She received her Bachelor's in Business Administration with a degree in Accounting from Florida Atlantic University - Go Owls!
Outside of work, Lindsay enjoys horseback riding and spending time with her husband, Nick, and their children, Kennedy and SJ.