White and Associates

Advisors

Jason White, Private Wealth Advisor serving the Bloomington, MN area - Ameriprise Advisors

Jason White

CFP®, CRPC®, APMA®, AWMA®

Private Wealth Advisor

Chief Executive Officer of White and Associates
Visit Jason White's website
Nathan Odegard, Private Wealth Advisor serving the Bloomington, MN area - Ameriprise Advisors

Nathan Odegard

CFP®, CRPC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Nathan Odegard's website
Christina Asmus, Financial Advisor serving the Bloomington, MN area - Ameriprise Advisors

Christina Asmus

CFP®, APMA®, CDFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Christina Asmus's website
Catherine Doucette, Financial Advisor serving the Bloomington, MN area - Ameriprise Advisors

Catherine Doucette

MBA, APMA®

Financial Advisor

Office Manager
Visit Catherine Doucette's website

Team

Jocelyn Daily

Jocelyn Daily

Operations Specialist

Qualifications

  • MN Life, Health, and Accident Producer License

Roles & Responsibilities

  • Creates and tracks new business
  • Creates deliverables/follow-up correspondence for client
  • Answers telephones
  • Creates meeting preparation material
  • Assists Private Wealth Advisor/Owner Jason White with meetings
  • Miscellaneous office management duites
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