Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Christian Financial Strategies
  • Tax Planning Strategies
  • Intergenerational Planning
  • Investment Management

Awards & recognition

  • Jason K Crane, Ameriprise Circle of Success, 2025
  • Crane & Owen Financial Solutions, Ameriprise Client Experience Award, 2024 - 2025

Community participation

Jason worked as a host for the Feed Sack during 2024 Celebrity Waiter Night.
Jason worked as a host for the Feed Sack during 2024 Celebrity Waiter Night.

Gerry and Jason served as the 2024 Corporate Co-Chairs for Celebrity Waiter Night to benefit Children's Place, Inc. We are proud that all members of our team serve in various community volunteer and leadership roles across multiple organizations.

Our photos

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