Jack has over 27 years of financial industry experience. He began his career in corporate finance as a Financial Analyst then worked in institutional investment management serving as an Equity Analyst and Portfolio Manager for healthcare sector-focused mutual funds and long-short equity funds. Prior to building a career in wealth management, Jack served as an investment consultant to a large public pension fund and was a cofounder of a cloud-based software company. Jack has worked in wealth management since 2012, joining Wealth Enhancement Group through an RIA acquisition in 2022. Jack has a specialization in portfolio management, asset allocation and security selection (both public and private investments). Jack also has a passion for helping clients achieve their financial goals. This includes developing personalized financial plans and providing guidance on investing, budgeting, retirement planning, education funding, tax planning, risk management and other facets of financial planning. Jack graduated from California Polytechnic State University, San Luis Obispo, with a BS in Business Administration with an emphasis in Financial Management and a Minor in Economics. While at Cal Poly, he was a 4-year scholarship, Division I athlete in track and field (sprinter). Jack is both a Chartered Financial Analyst (CFA®) and CERTIFIED FINANCIAL PLANNER™ Professional and is a member of the CFA Society of San Francisco. Away from the office, Jack enjoys spending time with his wife and children, especially when going to the beach and watching his kids’ sporting events.