Meet Jack, Financial Advisor

Jack grew up in a family committed to altruism and helping others. His mother worked as a full-time volunteer for various social causes and his father was a physician who worked extended hours to ensure optimal care for those in need. From an early age, it was clear to Jack that he needed to find a career that emphasized the importance of service.

From an early age, it was clear to Jack that he needed to find a career that emphasized the importance of service.

 Jack grew up in Olympia and ultimately graduated magna cum laude from Gonzaga University in Business Administration with a concentration in Finance and minor in Political Science. He has always enjoyed the technical aspects of finance and brings his passion for portfolio analysis to Alterra. However, given his upbringing, Jack takes pride is in making a tangible impact on people’s lives utilizing financial tools. He is dedicated to improving every client experience.

 After graduation, Jack worked several years as an advisor in Spokane, until his love of the outdoors, fishing and skiing brought him back to the Pacific Northwest. In his words, “time outside of the office should be spent outside.”