About
Jason brings 19 years of financial services experience to his role as Vice President, Financial Advisor. Since beginning his career in 2007, he has served as a Financial Advisor at Thrivent, Director of Retirement Planning for an Ameriprise practice, and Relationship Manager and Advisor at Riverbridge Partners. His varied experience helps him bring a thoughtful, well-rounded perspective to financial planning.
In his role at Wealth Enhancement, Jason works with clients to understand their financial circumstances and support informed decisions aligned with their goals. His background in financial advice, retirement planning, and relationship management allows him to guide clients through different stages of their financial lives.
Jason lives in Lakeville, Minnesota, with his wife and three sons. He serves on the Animal Humane Society Finance Committee and the National Marrow Donor Program Foundation Audit and Finance Committee. He previously served as a volunteer firefighter in Lakeville.
Education
- BA in Finance, University of Minnesota Duluth
Current Clients
Contact me via email or my team at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation