Growing up in Stockton, CA during 2008, Jack saw the impact that the nationwide financial crisis had on the community around him and was inspired to learn more.
Joined Lido: 2020
Homebase: San Diego, CA
Professional Focus: Seeing half the houses in his neighborhood go up for sale after the financial crisis confused him. As he got older, Jack was motivated to make a difference in the lives of others by supporting his clients to avoid their own financial crisis.
Education: B.S., Accounting, California Lutheran University
Previous Work Highlights: Jack was a Financial Assistant and Marketing Intern and a Client Services Associate at Wells Fargo Advisors. He joined the Lido Advisors team as a Private Client Services Associate before moving on to become a Wealth Manager.
Personal Facts: During college, Jack was a captain of the men’s water polo and swim teams his senior year. Jack stays active by swimming on a Masters Swim Team, running, biking, and hiking with his fiancée, Sydney and lab, Trixie. Ambitious in his professional and personal life, a personal goal of his is to complete a triathlon and a half marathon in the same year.
