Headshot of Jason Mahn Advisor for NorthRock Partners Appleton Wisconsin

Jason Mahn, CPA

Jason Mahn serves as both a Personal Office® Advisor and Vice President of Advice Strategy at NorthRock Partners. He specializes in advising corporate executives, business owners, and founders—particularly those within 10 years of retirement—on how to navigate the complexities of achieving financial independence. Jason works closely with clients to develop integrated strategies across cash flow planning, estate and trust design, tax optimization, and investment management, helping them make informed decisions at the intersection of personal and professional milestones.

In addition to his client advisory role, Jason leads the strategic direction of NorthRock’s specialized advice teams, advancing the firm’s ability to deliver holistic, coordinated, and proactive financial strategies. With a deep understanding of the unique needs of affluent individuals and families, Jason oversees NorthRock’s integrated advice teams, which deliver expertise across estate and trust planning, tax strategy, charitable giving, private markets, investment management, and more. Under his leadership, the firm’s specialized advice teams collaborate to provide clients with comprehensive, customized solutions that address both the technical and personal dimensions of wealth, helping clients navigate complexity and pursue long-term financial success.

Professional Designations and Associations

  • Bachelor of Science, Business Administration — Finance University of Wisconsin – Eau Claire
  • Bachelor of Science, Business Administration — Accounting University of Wisconsin – Eau Claire
  • Certified Public Accountant – Wisconsin

Professional and Community Involvement

  • Member of AICPA

Personal Life

Jason and his wife, Missy, live in Neenah, Wisconsin, with their four kids and chocolate lab, Hank. They love the outdoors, being up north at the cabin, and spending time with family and friends.