Thank you for taking a minute to learn about my branch team. We help our clients work toward their serious, long-term financial goals by first understanding their needs and what matters most to them, then helping to implement tailored solutions.
We want to be an important part of our clients' lives. Building long-term partnerships rooted in trust and understanding are the cornerstone of our branch.
It's been a very interesting 10-plus years with Edward Jones. I've led my clients through election cycles, a U.S. Debt downgrade, oil shocks, trade wars and more; yet, during this time our clients and business has flourished. How did this happen? Good decisions are made when we focus solely on long-term client goals and planning.
What kind of clients are a best fit for my office? Typically, my clients are fun and light-hearted people who have been serious savers their entire lives. My clients are either retired or within five years of retirement.
I am a big believer in volunteering and being a part of our community. I have served on multiple boards of directors with the Nisswa Lions, Nisswa Chamber of Commerce, my Church Council and The Outreach Program. I also enjoy coaching youth baseball and football. My wife, Jessica, and I have called the Brainerd Lakes Area home for more than 15 years and we are busy raising two active boys. We enjoy hiking, camping, hunting, fishing and golfing together.
- Business Retirement Plans
- College Savings
- Retirement Savings Strategies
- Wealth Strategies
- Insurance & Annuities
- Portfolio Reviews
Office Address25537 Main Street
Nisswa, MN 56468 opens in a new window
Mailing AddressP O Box 472
Nisswa, MN 56468
Phone NumberJason R Martinson at (218) 963-0020
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