Who We Are
Jason Millner, CFP®
Vice President / Investments
Jason earned the CERTIFIED FINANCIAL PLANNER™ certification and has been a financial advisor since 2001. He holds a Bachelor of Science degree from the University of Mary, Bismarck, with an emphasis in business.
Jason is a past board president of MSA United Way and the Bismarck Public Schools Foundation, and volunteers with Junior Achievement and other non-profits throughout the community.
Katie Peltz
Registered Client Service Associate
Katie joined Stifel in 2014. She holds her Bachelor of Science degree from Minnesota State University at Moorhead.