Jason Johnson CFP®, CRPC®

Holistic. Transparent. Approachable. Over the last 19 years of working in the financial services industry, Jason has had the opportunity to work with some of the top financial institutions and advisors across the Midwest. This experience has allowed him to develop a unique perspective when it comes to holistic financial planning and the value of working with an advisor you trust.

Education, investments, insurance, tax planning, retirement, estate planning — Jason has a knack for seeing your big picture and crafting a personalized plan with straightforward, achievable steps. Whether it’s sending your children to college, enjoying a comfortable retirement, or creating a lasting legacy, empowering your dreams drives his passion for planning

As a true Minnesotan, Jason enjoys being on the water in the summer and skiing in the winter. He lives in Minnetonka with his wife and daughter.

QUALIFICATIONS

• Certified Financial Planner™ – CFP®
• Chartered Retirement Planning Counselor® – CRPC®
• Investment Advisor Representative
• Bachelor of Science in Agricultural Business
• University of Wisconsin – River Falls