Meet Our Team

Jason started in the financial industry with Waddell & Reed in late 2009. Prior to being a financial advisor, Jason was a television news sportscaster in the Duluth area before he was let go in 2007. Being from...

A born and raised Duluthian, hailing from the halls of Denfeld High School, Kristin graduated from The College of St. Scholastica with a degree in Psychology. She spent the first few years post college working as a probation officer...

Heather, still practicing as an RN by trade, joined the team in 2017. Her passion for detail, and being married to Jason, created a natural fit, as she helps to assure our service model for our clients is upheld to the highest standard...