Headshot of Jason Mahn Advisor for NorthRock Partners Appleton Wisconsin

Jason Mahn, CPA

As a Personal Office® Advisor and leader of Advice Strategy at NorthRock Partners, I help corporate leaders and founders within 10 years of retirement paint a clear path to financial independence. Today’s financial and tax landscape is more complicated than ever before. I focus on understanding the critical intersections of cashflow, estate planning, tax strategy, and investment management, ensuring these areas are seamlessly integrated for long-term success. In my expanded role, I guide the strategic direction of NorthRock’s specialized advice teams to deliver holistic, coordinated advice that mitigates complexity and maximizes opportunities for clients and their families.