Jason Wheeler

CEO & Wealth Adviser, Pathfinder Wealth Consulting

As CEO of the 17-year-old firm, Wheeler oversees strategy, growth and team management and as an adviser, he works with high-net-worth clients.
 
Wheeler describes having “fanatical curiosity” that prompts him to be on the internet frequently or on one of his 150+ apps to seek information. “I try to stay balanced between my trusted sources and staying current on technology.”   
 
He reads news and professional content online. This includes The Wall Street Journal, USA Today, The New York Times, Financial Times, The Economist, NPR and BBC.
 
Favorite apps include the Bloomberg app for headlines on the market and economy. For local news, he checks the Greater Wilmington Business Journal, WHQR and WECT for local news.
 
Planet Money, Freakonomics, TED Talks and At the Table with Patrick Lencioni are his favorite podcasts blending work and life. 
 
A new favorite TV shows include House of the Dragon and anything Star Wars to “take me to a galaxy far, far away (from work). Other than that, no TV except golf or select sporting events, like N.C. State beating ECU opening day of football this month.”
 
Some favorite authors are Daniel Kahneman, Malcolm Gladwell and Richard Thaler. 
 
At work, Wheeler uses Calendly for scheduling, OneDrive for cloud-based documents and Trello for group projects.