Our Team

Jason works with you to understand your WHY and create a path to HOW, while understanding as life unfolds your goals may change. He and his team implement customized strategies as part of their proprietary process called, The DueNorth Fomula.

Austin started working at Legacy Capital Wealth Management part time in 2015 and started working full time after graduating from Augsburg University in 2017 with a degree in Finance. During his time at Augsburg, Austin participated on the Wrestling team where he helped Auggies with four top 5 finishes at the NCAA National tournament including a First-place finish in 2015. Austin was also honored with 3 NWCA Academic All-American awards in his last 3 seasons with the Auggies. After graduation Austin served as the Graduate Assistant Coach at Augsburg University and helped the Auggies to a second-place finish at the 2018 NCAA National Championships. Austin is a Certified Financial Planner and currently holds his Series 7, and Series 66 registrations through LPL Financial. In addition, Austin is a licensed Life/Health Variable Annuity Insurance Agent. Austin loves getting into the financial planning weeds and distilling complex strategies into simple, step by step instructions for clients.

Emily’s focus is on identifying strategic priorities and developing ways to maximize the efficiency and effectiveness of current firm-level processes. She will oversee implementation of new business processes where there is value for the firm, and for our clients.