White and Associates

Our investment process is rigorous, sophisticated, and includes higher levels of oversight and care than you’re probably used to.


Advisors

Jason White

Jason White

CFP®, BFA, CRPC®, APMA®, AWMA®

Private Wealth Advisor

Chief Executive Officer of White and Associates
Visit Jason White's website
Nathan Odegard

Nathan Odegard

CFP®, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Nathan Odegard's website
Christina Asmus

Christina Asmus

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Christina Asmus's website
Mary Barker

Mary Barker

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Mary Barker's website
Catherine Doucette

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 clients
  • Answers telephones
  • Creates meeting preparation material
  • Assists Private Wealth Advisor/Owner Jason White with meetings
  • Miscellaneous office management duties
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Sarah Korsch

Sarah Korsch

Paraplanner

Qualifications

  • Graduated from the University of Missouri-Columbia with a Bachelor of Journalism.
  • Series 7 Securities License
  • Series 66 Securities License
  • 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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