OUR TEAM

Jason is a forward thinking Certified Public Accountant and JD, blending business, finance and legal expertise to help clients reach their short and long term goals. In addition to the public practice of law and accounting (including implementing advanced tax planning strategies), Jason has a record of establishing sustainable start-up operations, introducing new products and developing innovative sales and marketing techniques. Jason has also assisted and advised many clients on the sale of their business.  This experience allows Jason to provide exceptional value to Roadmap clients, their families, and their businesses.

Jace has more than 30 years of experience within the financial and insurance services fields.  A Vice President with Morgan Stanley Dean Witter for 13 years and a financial consultant with the Equitable for 16 years.  Much more than a “financial advisor”, Jace has a keen sense to identify issues - from the basic to even the most sophisticated and complex - and quickly develop creative solutions at both personal and business levels.  Jace finds building relationships is a key to enabling Roadmap clients to make appropriate and informed decisions. 

Tommy is a sales and marketing expert in the powersports and automotive industries with a clientele that has varied from small 20 unit a month dealerships to the publicly owned and OEM’s. With 30+ years of experience he’s known as a creator of profit building processes that people believe in.

Tommy is also the founder of MotoMenus (software) that is credited with helping generate over $400M in retail sales in 2019. He’s also a trainer and business leader that does everything he teaches which includes extensive knowledge in setting up retargeting campaigns to convert unsold prospects into paying customers. You can find him hosting private weekly online strategy meetings with many top business leaders or on YouTube, Facebook, Instagram and many other websites.

Gordon is a truly seasoned professional with 40+ years experience as a licensed broker & executive.

His passion is to help RoadMAP clients achieve the sale of their business with accuracy, precision & aggressive negotiation resulting in the best price and fit.

CA LIC# 01368334