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

Chief Executive Officer of White and Associates
Learn more about Jason White Visit Jason White's website

Nathan Odegard

CFP®, CRPC

Private Wealth Advisor

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

Christina Asmus

CFP®, APMA, CDFA®

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

Jocelyn Daily

Jocelyn Daily

Operations Specialist

Personal Intro

I've been with the practice since January 12, 2004, and I support the advisory team so they can support clients. My favorite activities include all things outdoors; finding a new place to hike is always an adventure I'm up for. My colleagues call me the dog whisperer!

Qualifications

  • MN Life, Health and Accident Producer License

Roles & Responsibilities

  • Creates and tracks new business
  • Creates deliverables/follow up correspondence for clients
  • Answers telephones
  • Creates meeting preparation material
  • Assists Private Wealth Advisor/Owner Jason White with meetings
  • Special office management duties as needed
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Chara Bushman

Chara Bushman

Operations Specialist