Founder Jason D. Perkins
Jared H. Bowers
David R. Counihan

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, 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.

Jared H. Bowers, CFA

Jared H. Bowers is Vestura’s Portfolio Manager, responsible for implementing investment strategies and managing the firm’s day-to-day portfolio trading. He has earned the Chartered Financial Analyst® (CFA) designation, the most respected and recognized investment management credential in the world.

“Successful portfolio management is not about finding the next home run stock,” says Bowers. “We structure portfolios to include a variety of high-quality assets that fit the unique needs of each client. It’s a careful and rigorous process that takes into consideration a client’s risk tolerance, short-term and long-term goals, liquidity needs and associated tax ramifications.”

Prior to joining Vestura, Bowers 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 built an extensive stock valuation and analysis model still being used by the school’s student-managed investment fund. As president of the investment fund, Bowers was among the Beacom students selected to visit Warren Buffett and discuss his investment strategies and philosophy.

David R. Counihan, FPQP

David R. Counihan is a Financial Paraplanner Qualified Professional and Vestura’s Financial Planning Analyst. 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, Counihan worked with Perkins 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.

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.

Jason Perkins
Jared Bowers
David R. Counihan