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.



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®

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

Office Manager
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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Leif Johnson

Leif Johnson

Paraplanner

Chara Bushman

Chara Bushman

Operations Specialist