Jasen Hedrick

Managing Partner- Wealth Planning

Jasen Hedrick brings deep expertise in advanced planning, private markets, and coordinated wealth solutions. His background allows him to connect strategy across investment management, tax planning, estate design, and lending structures.

Jasen’s leadership is defined by thoughtful analysis, precision, and long-term perspective. He works closely with clients’ existing advisors, legal counsel, and tax professionals to ensure strategies are implemented with alignment and excellence.

Jasen graduated cum laude from NC State and holds FINRA Series 7, 63, and 65 securities licenses, along with Life, Accident & Health, Long-Term Care, and Property & Casualty insurance licenses. He has earned the Certification for Long-Term Care^® designation and is a qualifying member of the Million Dollar Round Table (MDRT), the premier association of financial professionals.

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