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Partner &
Senior Advisor

Jason is a Partner and Senior Advisor. Before joining WorkOptional nearly 20 years ago, he was with A.G. Edwards and worked in institutional securities where he provided his clients with a spectrum of services ranging from research to securities distribution. After that, he spent time at Smith Barney working alongside clients to develop investment strategies tailored to fit their individual needs.

Jason’s expertise and dedication earned him recognition in the Minneapolis/St. Paul and Twin Cities Business magazines as a Twin Cities “Five Star Wealth Manager” each year from 2015 to 2023.

Jason has a Masters of Business Administration and a degree in Finance from the University of Wisconsin La Crosse. Beyond his professional endeavors, he actively contributes to his community as a member of the Saint Michael Catholic Finance Committee.

A resident of St. Michael, MN, Jason cherishes family life with his wife and three children, finding a balance between his professional achievements and personal commitments.

Business Administrator & Sr. Paraplanner

As Business Administrator & Sr. Paraplanner, Margaret oversees the intricacies of operations, including marketing, onboarding, event planning, and client engagement. An engaging and passionate customer service expert, she is committed to anticipating her clients’ needs and exceeding their expectations.

Before joining WorkOptional in 2017, Margaret was the Marketing & Membership director at the prestigious Minneapolis Club for over two decades. While there, she cultivated her expertise in catering to the needs of prominent individuals and families, and spearheaded initiatives to ensure each guest experienced seamless and exceptional service from start to finish.

Margaret holds a Bachelor of Science in Food Science from UW Stout and furthered her education through the Certified Financial Planning (CFP ®) program at the Minnesota State University-Mankato. Beyond her professional commitments, she served as President of the MN Chapter of La Chaine des Rotisseures, an esteemed international food and wine organization, from 2014 to 2019, and has held a board membership for over two decades.

Residing in New Hope, MN, Margaret finds joy and fulfillment in family life with her three children, two dogs, a cat, and a bearded dragon, treasuring every moment amidst the bustling energy of her home.

Senior Associate

Connor is a Senior Associate with a wide array of responsibilities, including conducting market research, selecting investments, and fostering business growth. He is passionate about crafting holistic financial plans tailored to the unique needs of his clients.

Before joining WorkOptional in 2018, Connor began his career at Craig-Hallum Capital Group. As an Investment Banking Analyst, he played a pivotal role in equity capital raises and mergers and acquisitions. Prior to his time at Craig-Hallum, he gained valuable insights through internships in corporate finance for a national consumer foods company and in private equity research.

Connor holds a Bachelor of Science degree in International Management with a focus on Financial Economics from Gustavus Adolphus College. Outside of the classroom, he showcased his talents as a member of the men’s basketball team and demonstrated his entrepreneurial spirit by emerging as a finalist in the Gustie Entrepreneur Cup.

Connor lives in the vibrant North Loop area of Minneapolis, where he resides with his fiancée, Taylor. An avid outdoor enthusiast, he enjoys wake surfing and immersing himself in nature. He has a passion for travel, exploring new destinations, and indulging in the delights of the local restaurant and wine scenes.