Jason Koval

Jason Koval, a CFP® professional, is a Financial Advisor with Sturgill Financial Partners. He helps individuals and families make thoughtful decisions about the financial life they have worked hard to build.

For Jason, that work is personal.

His parents immigrated to the United States from Ukraine with very little, facing a new country, a new language, and sacrifices he still has a hard time imagining. Through years of hard work, his father eventually built a dental practice and created opportunities for their family that once seemed impossible.

Watching that journey shaped the way Jason thinks about money. He saw firsthand how much sacrifice can go into building a life and supporting a family, and it gives him a deep respect for what a client’s savings can represent. To Jason, those dollars are often the result of years of work, difficult choices, and sacrifices made for the people someone cares about. He also came to understand that working hard and making responsible decisions does not automatically mean every part of a financial life is working as effectively as it could.

Later, when his parents began working with a financial planner, Jason saw the difference a coordinated plan could make. It was not simply about making better financial decisions. They had greater clarity about what they had built, where they were going, and how the pieces fit together.

That experience still shapes the way he works today.

Jason enjoys working with people who have worked hard for what they have and want to be intentional about what comes next. He helps clients reduce avoidable lifetime taxes, prepare for retirement, make thoughtful investment decisions, and make sure their money is supporting the life they actually want to live.

He believes good financial planning should make life clearer, not more complicated.

Jason attended Gerstell Academy in Finksburg before earning his Bachelor of Science in Finance with a minor in Marketing from Loyola University Maryland. He is a CERTIFIED FINANCIAL PLANNER® professional and today attends St. John's Church in Westminster with his wife, Rory.

Outside of the office, Jason enjoys spending time with Rory and family, along with tennis, hiking, photography, traveling, and staying active.