Jack is a fiduciary Wealth Advisor at Compound Planning with over a decade of experience helping business owners, technology professionals, and physicians navigate complex financial lives with clarity and confidence. He specializes in holistic financial planning that integrates equity compensation, business and liquidity planning, tax-efficient investing, retirement, and estate coordination into a single, cohesive strategy designed to reduce stress and improve long-term outcomes. With experience across insurance companies, broker-dealers, asset managers, and independent RIAs, Jack brings a broad industry perspective and a deep commitment t... More