Jack Waletich, CPA, PFS, CFP®
Investment Advisor Representative
While serving clients across all life stages, Jack is particularly passionate about helping individuals transform their life’s work into a financially confident retirement. His experience in the Ultra-High-Net-Worth space has equipped him with deep expertise across complex areas of investment management, financial planning, and income and estate tax strategies.
As a Certified Public Accountant, Jack brings a strong tax-focused perspective to financial planning. He leverages this background to help clients make informed decisions to minimize their lifetime tax bill. In addition to the CPA designation, Jack holds the Personal Financial Specialist (PFS) and Certified Financial Planner™ (CFP®) credentials, underscoring his commitment to comprehensive and ethical financial guidance.
Jack earned a double major in Finance and Accounting, a Master of Accounting, and a Graduate Certificate in Taxation from Minnesota State University – Mankato.
Outside the office, Jack is an avid Minnesota Vikings fan who enjoys hunting, fishing, and spending time with his wife and daughter.