Jason Young
Financial Planning Associate

Jason joined Stepp & Rothwell, Inc. after graduating as Valedictorian from the Labovitz School of Business and Economics at the University of Minnesota Duluth, where he earned a bachelor’s degree in Financial Planning with minors in Economics and Marketing. While at UMD, Jason developed leadership skills through involvement in the UMD Sales Club, where he organized professional development workshops and sales competitions. Now he is working towards his CFP designation and is excited to work alongside the planning team to help clients achieve their goals.

Education

• University of Minnesota Duluth, BBA, Financial Planning