The Team

White and Associates

Our Advisors

Jason White

Jason White

Private Wealth Advisor

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Designations

CFP®, CRPC®, APMA®, AWMA®, BFA

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
CA Insurance #0D42765 AR License #1556726

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Mary Barker

Mary Barker

Financial Advisor

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Designations

CRPC®, CLTC®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies

Education

Western Washington State University, Penn State
CA Insurance #0D52018

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Nathan Odegard

Nathan Odegard

Financial Advisor

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Designations

CFP®, CRPC®

Top Areas of Focus

  • Executive Compensation and Benefit Strategies
  • Sustainable and Responsible Investing
  • Financial Strategies for LGBTQ Couples and Families

Education

2002 Bowling Green State University, M.A.
CA Insurance #0I42774

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Christina Asmus

Christina Asmus

Financial Advisor

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Designations

CFP®, APMA®

Top Areas of Focus

  • Cash Flow Management Strategies
  • Investment Management
  • Family Finances

Education

B.A. in Business from Bethel University
CA Insurance #0M14335

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Our Staff

Jocelyn Daily

Jocelyn Daily

Operations Specialist

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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
Sarah Korsch

Sarah Korsch

Office Manager

Paraplanner
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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
Catie Doucette

Catie Doucette

Executive Assistant

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Qualifications

  • B.S. in Nutrition from University of Nevada, Las Vegas
  • MBA from the University of Nevada, Reno