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 Financial Paraplanner Qualified Professional™ 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 Financial Paraplanner Qualified Professional™, 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 two children.

Vestura, LLC is a Registered Investment Advisor

Green Bay (920) 430-3775

CFP® - CERTIFIED FINANCIAL PLANNER®

The CFP® certification is awarded by the Certified Financial Planner Board of Standards to individuals who meet education, examination, experience, and ethical requirements. Candidates must complete a CFP Board-Registered Education Program, pass the CFP® Certification Examination, and have three years of relevant work experience.

To maintain the CFP® designation, certificants must complete 30 hours of continuing education every two years and uphold the CFP Board’s Code of Ethics and Standards of Conduct.

CFA® - Chartered Financial Analyst®

The CFA® charter is a credential awarded by the CFA Institute to individuals who complete the CFA program, which requires passing three six-hour exams on topics including ethics, financial reporting, and portfolio management. Candidates must have four years of relevant work experience, become a CFA Institute member, and adhere to the Code of Ethics and Standards of Professional Conduct.

To maintain the charter, CFA® holders must continue adhering to ethical standards and complete annual membership renewal requirements.

FPQP® - Financial Paraplanner Qualified Professional™

The FPQP® designation is awarded by the College for Financial Planning. It certifies proficiency in various areas of financial planning, including retirement, estate, insurance, and tax planning. Candidates must complete the College for Financial Planning course of study and pass the certification examination.

To maintain the FPQP® designation, certificants must complete 16 hours of continuing education every two years and adhere to the Standards of Professional Conduct.