Vestura, LLC is an independent, fee-based investment advisory firm with offices in Green Bay and Sister Bay, Wisconsin. We offer a comprehensive range of personalized financial planning and portfolio management services to high net worth individuals.
Vestura Executive Biographies
Jason D. Perkins, CFP®
Jason D. Perkins, co-founder of Vestura, LLC, is a Certified Financial Planner™ professional. He creates plans that consider the entire short-term and long-term financial health of Vestura clients.
Digging deeper is at the heart of my financial planning philosophy,” says Perkins. “Our process is broader and requires more detail than traditional financial planning services, because there’s no replacement for critical thinking when so much is at stake for our clients. We truly offer personalized solutions.”
Prior to establishing Vestura, Perkins helped start the Private Banking program for a Wisconsin bank. As a vice president in the division, he was instrumental in the successful growth of the Private Banking program. Before joining the Wisconsin bank, he served as a district manager for Minneapolis, Minnesota-based Thrivent Financial, where he specialized in investment and estate issues.
Nathan C. Barington, AAMSSM, CRPCSM
Nathan C. Barington is Vestura’s Portfolio Manager, responsible for implementing investment strategies and managing the firm’s day-to-day portfolio trading.
“Asset protection is our firm’s top priority, so I lean strongly toward value-based investing with a long-term perspective,” says Barington. “However, I also believe in capitalizing on growth opportunities if investments can be acquired at a reasonable price. I believe our customized and research-intensive approach to portfolio management best serves the client.”
Prior to joining Vestura, Barington was an independent financial advisor as part of the Navigator Financial Group. He specialized in helping clients manage assets and retirement plans throughout Minnesota. Barington has received the professional designations of Accredited Asset Management Specialist (AAMS) and Chartered Retirement Planning Counselor (CRPC), both issued by the College for Financial Planning in Greenwood Village, Colorado.
Vestura, LLC is a Registered Investment Advisor
Green Bay (920) 430-3775 Sister Bay (920) 854-3034
Certified Financial Planner™ Professional
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.
