Clinton Jasperson, Cfp® Cepa® Cka® Ricp® Email & Phone Number

Fort Collins, Co, Us

Colorado

As a Wealth Advisor, I have completed advanced education and licensing requirements. That means I can provide comprehensive, customized financial guidance to you. I also have access to a broader array of products to help you address your financial and investment objectives. No matter what your goals, time horizon or risk tolerance level, I can help you take steps to achieve your goals. Building long-term relationships is important to me. That's why I take a unique, values-based approach to financial guidance. We'll begin by identifying what's most important to you. Working together, we'll connect your values to your investments. You also have the flexibility to choose a different level of service or approach that's right for you. This can include a product-based, issue-based or broad-based solution. I'm also part of a team that includes professionals with experience in virtually every aspect of financial services. While you'll primarily work with me, you'll also have access and opportunity to meet with other financial representatives on my team. These professionals have in-depth knowledge of specific products and/or life stages, such as preparing for retirement. This combined individual and team approach ensures that a financial professional will be available whenever you need assistance. For additional information about my team, please visit https://connect.thrivent.com/purpose-driven-wealth

My role was dual focused. Primarily, I serviced 14 Taft-Hartley Health and Welfare Trust Funds with membership in CO, CA, AZ, OR, WA, and UT that includes self-funded medical, pension, and dental plans. Additionally, I pursued Dental new business opportunities in the CA market. Results and responsibilities included: • 100% client retention in 2011, 2012, and 2013.• Responsible for 23% of all Dental business growth across U.S. in 2012-2013 within a one state territory. Prior to my involvement, we had not won a case within my territory for 3 years. • Resolving complex service issues and customized client needs (i.e. Developing Client Specific Provider Networks). Particular focus in reviewing complex data and driving tailored solutions to meet health improvement and cost control strategies.• Present financial analysis, utilization, trend, engagement, and proactive strategy at Board of Trustee meetings. • Executing cost control and health improvement strategies specific to client needs & capabilities. Specific focus includes increasing more efficient (Urgent Care vs ER) and effective (Credentialed In Network Health Care Professional vs Out of Network Provider) healthcare utilization from individual customers to C-suite leadership.

• Created coaching program intervention targeting specific health risks• Sold and implemented product to two of our largest clients within three months of start date• Refined and streamlined start-up operations budget to exceed administrative standards• Project managed accreditations, certifications, and training for wellness program and integration into an accountable care model.• Awarded employee of the month in November 2009

I was elected on the campaign promise to implement a governance structure that would strengthen our representation and increase partnership/decision making with the University. Together, we achieved that goal.Responsibilities included: • Relationship building with key stakeholders and decision influencers.• Overseeing and coaching 5 executive board members and 30+ senators.• Strategizing and implementing systems to meet organizational needs and streamlining focus• Organizing and representing the graduate student governing body

• Co-management of residential complex housing 400+ • Established recruitment, training, and evaluation student staff members• Designed biannual staff orientation and diversity training for 20-100 participants• Supervised 4 student staff and co-managed operations budget• Taught and evaluated 6 week staff responsibility preparation class• Develop anti-racism and anti-sexism training utilizing affinity groups• Provided on-call crisis management for 2500+ students and facilitated mediation during conflict

Leadership

Master Of Education (M.Ed.), Higher Education/Higher Education Administration

Activities and Societies: President’s Campus Leadership Forum, Board of Trustees Selection Committee, Emergency Management Planning.

Bachelor'S Degree, Psychology

Activities and Societies: Sigma Chi, Greek Man of the Year, Omicron Delta Kappa President, Wyoming Student Alumni Association, Alternative.