Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.

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Our advisors

Jason White

CFP®, BFA, CRPC, APMA®, AWMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Jason White Visit Jason White's website

Nathan R Odegard

CFP®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Nathan R Odegard Visit Nathan R Odegard's website

Christina Asmus

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Christina Asmus Visit Christina Asmus's website

Catherine Doucette

MBA, APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Catherine Doucette Visit Catherine Doucette's website


Our team

Chara Bushman

Chara Bushman

Office Manager,

Marketing Coordinator
Ian Iverson

Ian Iverson

Paraplanner

Cara Corey

Cara Corey

Paraplanner