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.

Areas of focus

  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Retirement Plan Distribution
  • Insurance
  • Investments
  • Estate Planning Strategies
  • Charitable Giving
  • 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, 2012-2022
  • 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
  • Medallion Financial Advisors, Ameriprise Client Experience Award, 2020-2021