Jackson Ross

Jackson serves as a Paraplanner, supporting the development and implementation of comprehensive retirement plans. He is currently a senior at North Dakota State University, where he is majoring in Finance.

In his role, Jackson assists with preparing financial plans, retirement projections, investment research, and organizing client data. He works closely with the advisory team to help ensure that each plan is carefully developed and aligned with a client’s long‑term goals.

Jackson is passionate about learning the profession from the ground up and values the opportunity to contribute to meaningful planning work. As he completes his degree, he looks forward to continuing to grow within the field of retirement and wealth planning.