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 Formula.

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.

Mike’s focus is on creating financial plans for a large variety of client objectives. His goal is to streamline the client experience by assisting in meetings and helping clients integrate their various retirement, philanthropic and legacy goals into their comprehensive wealth plan.  

Haley is responsible for managing seamless client servicing, including preparing and processing paperwork & verifying all clients transactions are in order. She is in charge of streamlining processes while maintaining high level of client satisfaction.

Julie will be your first point of contact and help facilitate your journey here at Magnetic North. She is here to ensure that you have access to our technology systems and assist the team in serving you. Julie has a passion for people and looks forward to greeting you with a friendly voice and welcoming smile.