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Jack is a Partner in the Mill Valley 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, and 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 is also a former Instructor of Finance with the University of Phoenix.

Jack holds a BBA in finance and marketing from Loyola Marymount University Los Angeles, and a MSBA in finance from San Francisco State University. Jack is currently on the board of getVocal for Victims, a nonprofit that provides legal support and advocacy for victims of crime as they navigate the criminal justice system.

 

 

 

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