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

Jason White

CFP®, BFA

Private Wealth Advisor

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

Nathan Odegard

CFP®, CRPC®

Financial Advisor

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

Christina Asmus

CFP®, 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 Manager,

Financial Planning 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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Leif Johnson

Leif Johnson

Paraplanner,

Financial Planning Analyst

Qualifications

  • Series 7
  • Series 66
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Natalie Morrissey

Operations Specialist