Jackson is focused on serving his clients through diligent planning and brings a wealth of experience to many families, as a trusted advisor.  He has always had an interest in investing and began his career as an advisor at Fidelity Investments in Salt Lake City, UT. Jackson moved to Idaho to raise his young family and was the founder of an independent registered investment advisor. 

 

Jackson has dedicated his career to helping families and business owners work towards and enjoy their Freedom Day. He believes partners should be properly balanced across Safe, Sacred and Speculative investments and enjoys nothing more than helping those he works for create robust and effective financial plans. 

 

Jackson holds a Master's Degree in Business Administration. He spends his free time on the jiu jitsu mats, watching his daughter at ballet, and exploring the beauty of Idaho. 

 

Jackson and his wife Carlie have been married since 2015 and love raising their children in the mountains of southeast Idaho.