Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
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Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Sustainable and Responsible Investing
  • Saving for Education
  • Investments
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Insurance
  • Charitable Giving
  • Social Security Retirement Benefits

Awards & recognition

  • Jason White, Five Star Wealth Manager, 2025
  • Nathan Odegard, Five Star Wealth Manager , 2025
  • Christina Asmus, Five Star Wealth Manager , 2025
  • Catherine Doucette, Five Star Wealth Manager , 2025
  • White and Associates, Forbes Best-in-State Wealth Management Teams, 2023

Community participation

April 27, 2018 Volunteer event at Feed My Starving Children - Chanhassen, MN
April 27, 2018 Volunteer event at Feed My Starving Children - Chanhassen, MN

Our Mission

Our vision is to be your most trusted team of advisors; inspiring you to clarify your values and goals so that together we can make strategically meaningful decisions to impact your life and the world.

Our photos

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