The Team

Medin & Associates

Our Advisors

James Braaten

James Braaten

Financial Advisor

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Designations

AAMS®, AWMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Small Business
  • Tax Planning Strategies

Education

Bachelor of Science, History, University of Minnesota - Twin Cities, Minnesota

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Jason Medin

Jason Medin

Private Wealth Advisor

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Designations

CFP®, ChFC®, CLU®, CRPC®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies

Education

University of Minnesota - Carlson School of Management, B.S. Finance and Economics, 1996
CA Insurance #0F11946 AR License #745007

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Our Staff

Lisa Medin

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