About Us

Vestura, LLC is an independent, fee-based investment advisory firm in Green 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, founded Vestura in 2007. He is a CERTIFIED FINANCIAL PLANNER™ professional and has been serving clients in investment management and financial planning for over 25 years.

Jason’s past experience in the financial services industry led him to see the need for a specialized approach to wealth management that focuses on comprehensive financial planning and exceptional portfolio management. “Our process is broader and requires more detail than traditional financial advisors. Everything that involves money, we help our clients with. Think of us as a CFO for your family. Our clients know we truly care about them and their financial success.”

Prior to establishing Vestura, Jason helped launch 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. Jason previously served as a district manager for a Minneapolis-based wealth management firm. He graduated from Bethel University with a degree in finance and accounting.

Jason lives in Hobart, Wisconsin, with his wife and four children.

Jared H. Bowers, CFA

Jared H. Bowers joined Vestura in 2016. As Vestura’s Portfolio Manager, he is responsible for security research, investment strategy, and trading. He has earned the Chartered Financial Analyst designation, the most respected and recognized investment management credential in the world.

Jared’s expertise in security valuation, research, and portfolio management enables Vestura to structure each portfolio to a client’s specific needs. “Our portfolio management focus is on the quality and strength of the companies we own. By focusing on profitability, financial strength, and sustainable growth of the companies we invest in, we are able to build long-term portfolios that give our clients the highest likelihood of success.”

Prior to joining Vestura, Jared managed portfolios of traditional and alternative assets for one of America’s wealthiest families. He holds an MBA from the Beacom School of Business at the University of South Dakota, where he co-authored and published a research article about building and testing an extensive stock valuation and analysis model.

Jared lives in Green Bay, Wisconsin, with his wife and three children.

David R. Counihan, FPQP™

David R. Counihan joined Vestura in 2011. He is a Registered Paraplanner® and Vestura’s Financial Planner. He works closely with company founder Jason D. Perkins on the development of all client financial plans.

“We take financial planning to the highest possible level, and that cannot be attained without directly engaging our clients in the process,” he says. “Every plan is customized and tailored to the short-term and long-term needs of our clients. Our attention to detail greatly eases day-to-day concerns, allowing our clients the opportunity to enjoy life without worrying about financial uncertainties.”

Prior to joining Vestura, David worked with Jason in the Private Banking program for a Wisconsin bank. He was an assistant vice president in the division, working with clients in a similar manner as he does today.

David lives in Sturgeon Bay, Wisconsin, with his wife.

Amanda L. Thompson, FPQP™

Amanda L. Thompson joined Vestura in 2016. She is a Registered Paraplanner®, and Vestura’s Financial Planning Analyst and Office Administrator.

Prior to joining Vestura, Amanda worked as an accountant for a non-profit company. She previously served as a senior sales director for a travel tote and bag manufacturer, as well as a paramedic and firefighter. Her broad experience and enthusiastic can-do attitude make her a perfect fit to handle multiple tasks while maintaining detail and order.

Amanda lives in Green Bay, Wisconsin, with her husband and two children.

Vestura, LLC is a Registered Investment Advisor

Green Bay (920) 430-3775

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.