White and Associates

Advisors

Jason White

Jason White

Private Wealth Advisor

Visit Jason White's website
Mary Barker

Mary Barker

Financial Advisor

Visit Mary Barker's website
Nathan Odegard

Nathan Odegard

Financial Advisor

Visit Nathan Odegard's website
Christina Asmus

Christina Asmus

Financial Advisor

Visit Christina Asmus's website
Catherine Doucette

Catherine Doucette

Financial Advisor

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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Sarah Korsch

Sarah Korsch

Office Manager,

Paraplanner

Qualifications

  • Graduated from the University of Missouri-Columbia with a Bachelor of Journalism.
  • Series 7
  • Series 66
  • MN Life, Health, and Accident Producer License

Roles & Responsibilities

  • Paraplanner for Private Wealth Advisor and Financial Advisors
  • Trading
  • Money movement
  • Preparation for appointments
  • Special projects
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Hannah Stessman

Hannah Stessman

Marketing Specialist

Personal Intro

I am the newest team member of White and Associates! I moved to the Minneapolis area at the end of June 2019 from West Des Moines, Iowa. I graduated in May from the University of Iowa with a Bachelor's degree in Communication Studies and a certificate in Event Planning. In my free time, I love boating, being with my family and friends, and shopping!

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