Jack Vester

Client Service Associate

Jack Vester grew up in Austin, Texas and moved to San Diego to attend San Diego State University, where he earned a Bachelor’s Degree in Business Finance with a minor in Anthropology. He began his career in wealth management while still in school and developed a strong foundation in client service, financial operations, and advisor support.

Jack has a strong passion for financial planning and is dedicated to helping clients achieve financial freedom. He is committed to providing reliable, thoughtful support to both advisors and clients and strives to bring a collaborative spirit, strong communication, and attention to detail to every interaction. Outside of work, he enjoys surfing, running, exploring San Diego, and spending time with friends and family.