“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 (no longer offers these services) – working as a hand-picked member of professional teams tailored to each client. In 2008, he transitioned into 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.

CA Insurance License #4270302 Resident State MN

Nicholas graduated from North Dakota State University with a bachelor’s degree in finance and a minor in banking. Excited to begin his career with Wells Fargo Advisors, Nicholas looks forward to learning and growing within the team while building a strong foundation in the financial industry. He assists with the day-to-day administration of accounts, including opening new accounts, updating client information, processing transfers, and answering questions related to statements.

Outside of work, Nicholas enjoys playing sports, golfing, and staying active. He also loves watching sports, especially cheering on the North Dakota State Bison.