Broker Check

Meet Our Team

Jason Kuss

LPL Financial Advisor

(218) 723-3006

jkuss@trussfinancial.com

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...

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Kristin Montgomery CFP®

LPL Financial Advisor

218-723-3006

kmontgomery@trussfinancial.com

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...

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Heather Kuss

Operations Manager

(218) 723-3006

hkuss@trussfinancial.com

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...

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Cassie Akervik

Administrative Assistant

218-723-3006

cakervik@trussfinancial.com

A graduate of UWS with degree in Social Work, and her Chemical Dependency Certificate, Cassie declares herself as a "local, homegrown, true Minnesotan". Married to Dave, she lives in their forever home in Carlton, MN, one they...
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