Our profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. We help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how we can help you move closer to your financial goals.


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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.