Born and raised in Seattle, Jack began his career in the financial services industry shortly after graduating from Gonzaga University in 2020 with a degree in Business Administration and a concentration in Finance. After passing the FINRA Series 7 and Series 66 exams, he quickly discovered a passion for advising through analyzing client‑specific situations with a holistic balance‑sheet management approach, and a strong emphasis on thoughtful, high‑quality client service.
Jack earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, underscoring his commitment to comprehensive financial planning, rigorous professional standards, and acting in clients’ best interests. Coming from a financial planning background, he has gained broad exposure across investment planning, estate planning, tax planning, company‑specific retirement benefit planning, and insurance planning – allowing him to help clients clearly define, pursue, and achieve their long‑term financial goals.
Outside of work, Jack enjoys spending time with friends and family and taking advantage of all that the Pacific Northwest has to offer, including golfing, boating, pickup basketball, and attending Seattle Mariners games.