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Biography

Jack is a Partner in the North Bay office. As a member of the Wealth Management practice, he strives to simplify and coordinate estate planning issues with the goal of optimizing overall family financial resources. He works collaboratively with his clients’ CPAs, estate planning attorneys, and other professionals to execute complicated estate administration in the most effective way possible. He’s also passionate about helping seniors plan for abundance during their retirement years, as well as helping surviving spouses to understand the estate process so that they continue to thrive.

Prior to joining Cerity Partners, Jack was a Wealth Advisor at Brouwer & Janachowski. Jack was a Principal of the firm and a member of the Investment Committee. He has more than a decade of experience as a Wealth Advisor with the company and more than two decades of experience helping clients work toward achieving their financial goals. He previously worked with Seton Smoke Capital Management, Anderson Capital Management, Enright Financial Consultants, and Wells Fargo Bank. He was also a former Instructor of Finance at the University of Phoenix.

 

Learn more about my practice.

Education

  • BBA in Finance and Marketing from Loyola Marymount University
  • MSBA in Finance from San Francisco State University

Highlights

  • Board member of getVocal for Victims, a nonprofit that provides legal support and advocacy for victims of crime as they navigate the criminal justice system

Q & A

Who inspired you to pursue your career in financial management?

My father. When I got my first job he stressed the importance of investing for the long term, and reimbursed me for my 401(k) contributions to make sure I was saving when I couldn’t afford to.

 

Was there a specific incident in your life that made it clear you were made for this career?

My mother unfortunately had a bad experience with a broker right after she retired. He invested her in an unsuitable portfolio of growth companies at the peak of of the first tech boom. I was able to help her find representation and assist in a recovering some assets. At that point I truly realized how important thoughtful investing is.

 

Why is your work important, especially today?

Given our aging population clients need to know who to turn to, whether it be health challenges or assisting with a transition.

 

What kind of clients work best for you?

I work best with clients that are looking for someone to collaborate with, and with those that need help in some of life’s challenging transitions.

 

How would you describe your best day doing what you do?

A good day for me is when I’m able to help a client solve a complex issue or share a solution that they have never considered.

 

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.