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

  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Retirement Plan Distribution
  • Insurance
  • Investments
  • Estate Planning Strategies
  • Charitable Giving Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Investment Management
  • Saving for Education
  • Christian Financial Strategies

Awards & recognition

  • Jason Medin, Five Star Wealth Manager, 2012-2025
  • Mike Dorsey, Five Star Wealth Manager, 2014, 2015, 2016, 2017, 2019, 2020, 2021, 2022, 2023
  • Jason Medin, Ameriprise Circle of Success Diamond Ring, 2021
  • Jason Medin, Ameriprise Circle of Success, 2014, 2016, 2017, 2019, 2020, 2021,2022,2023,2024
  • Jason Medin, Ameriprise Ultimate Digital Excellence Award, 2023,2024
  • Medallion Financial Advisors, Ameriprise Client Experience Award, 2020-2021