Our Team
Jason Good
Jason is the owner and primary advice giver at Excelsior Investors. He helps families simplify their finances and steward their wealth over the long run.
Jason holds the Chartered Financial Analyst (CFA) charter and is a Certified Financial Planner™. He holds a BA in accounting with a finance concentration from St. John’s University where he earned All-American and Academic All-American honors while playing football for the Johnnies. In 2003, he earned a National Championship ring while playing for legendary St. John’s football coach, John Gagliardi.
Outside of the office, you can find Jason spending time with his wife Lindsay and daughters, Betsy and Jane.
Patti Good
Patti is the Client Service Manager at Excelsior Investors. Her primary duty is making sure clients have anything and everything they need in a timely manner.
Patti graduated from the University of Minnesota with a degree in Business. She spent 31 years in the insurance industry before retiring from her underwriting role at United Health Group.
Outside of the office, you can find Patti spending time with her husband Perry and her six grandchildren. When she isn’t with family, she is probably working out, reading or cheering on her Minnesota Lynx.