I am honored to help individuals and families who are committed to living comfortably in retirement and leaving meaningful legacies.
After earning a degree in finance from the University of North Dakota, I began my career with Edward Jones in 2009. I am a Certified Financial Planner™ professional and have my Series 7, 66 registrations and various insurance licenses.
I grew up in Thompson, ND where I delivered the newspaper starting at age 10. For the next eight years, I invested my paper route earnings into mutual funds. That has led me to where I am today. My practice has been built on a foundation of empathy, discipline and gratitude.
I now live in Bismarck, ND with my wife and four children. We enjoy camping, fishing, hunting and especially family bike rides.
Focus areas
- Portfolio Reviews
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- Charitable Giving
Focus Areas
- Portfolio Reviews
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- Charitable Giving
My Personal Interests
- Archery
- Camping
- Baseball
- Fishing
- Golfing
Personal Interests
- Archery
- Camping
- Baseball
- Fishing
- Golfing
Office Information
Phone Number
Jason D Naas at (701) 258-7005Branch Team
- Linda Lamey Volk
- Associate Financial Advisor
- Jena James
- Sr. Branch Office Administrator
- Shoshanna Bohlen
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Monday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:00PM |
Friday | 08:00AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Monday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:00PM |
Friday | 08:00AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Connect on Social
Branch Team
- Linda Lamey Volk
- Associate Financial Advisor
- Jena James
- Sr. Branch Office Administrator
- Shoshanna Bohlen
- Branch Office Administrator
Branch Team
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