“While each client relationship is unique, my motivation is the same– ensure everyone has confidence they are on track to achieve their goals.”

Focus

Jason is dedicated to helping families meet their financial needs by developing investment plans around their stated goals and risk tolerance. His extensive  experience throughout major shifts in the economy and markets enables him to help his client’s structure their finances to address their long term goals. 

Background and experience

For over a decade, Jason has helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs. With  extensive experience in personal finance, Jason has dedicated his career to delivering the personalized planning services his clients deserve. 

Jason achieved a Bachelor of Arts in Finance from St. Cloud State University in 2004. Jason began his career as a Personal Banker in 2005 with Wells Fargo Bank in Minnetonka. In 2006, Jason was swiftly promoted to a Registered Banker where he developed his fundamental investment knowledge. As a Registered Banker, Jason advised clients from a lending and banking perspective; working as a hand-picked member of professional teams tailored to each client. In 2008, he  transitioned in to his current role with Wells Fargo Advisors. 

Away from the office

Jason spends his free time with his wife, Lindsay, Marketing & Communications Director at MEA Energy Association, and their sons Grayson & Oliver. Jason enjoys spending time with his immediate and extended family and stays active in various activities, including basketball, golf, softball, hockey, and ping pong.

As a Financial Advisor with Wells Fargo Advisors, Nicole has over 20 years of experience in the financial services industry.

Nicole is dedicated to helping her clients develop financial and investment strategies that align with their needs, goals, and risk tolerance. Her mission is to provide her clients with targeted, comprehensive financial advice and portfolio management strategies, delivered with the highest level of personal service and professional integrity.

She earned a Bachelor of Science in Agriculture Food Business Management with an emphasis in finance from the University of Minnesota. With a goal on continuing education, she also earned the CERTIFIED FINANCIAL PLANNER TM, practitioner designation from the Certified Financial Planner Board of Standards, Inc. (CFP Board). For this designation, she completed approved educational programs, pass rigorous examinations, and met stringent experience requirements.

Nicole spends her free time with her husband, Josh, and their daughters, Lily and Abigail. They enjoy staying active both physically and mentally, whether it’s playing pickleball together or planning their next trip.  She enjoys traveling with a purpose and try to go on a missions-oriented trip each year with her family.

Nicole currently serves as a Board Member for New Mercies, a non-profit doing humanitarian work in Rwanda. She is also active as a volunteer in the local community. Nicole is passionate about giving back and helping others learn ways they can too.