Jack Patterson is a Wealth Advisor, Portfolio Manager, and Certified Financial Planner(CFP®). Jack earned dual degrees in Business Data Analytics and Finance from Arizona State University. He also holds Arizona life, health, disability and variable contracts licenses and is a member of the Financial Planning Association.
Jack started his career as a Financial Advisor, helping clients navigate their financial goals with personalized strategies and comprehensive planning. Following his time in this role, he transitioned to Dimensional Fund Advisors where he worked in the Independent Advisor Group. At Dimensional, he supported large independent financial advisors and family offices throughout the upper Midwest. Jack believes in comprehensive planning that uses systematic investing based on academic research, while integrating expert tax advice, insurance, and estate planning that allows his clients to maximize and experience their wealth.
Jack was born and raised in Chandler, Arizona. In his free time, he is an avid supporter of ASU football, and enjoys reading, cooking, golfing, as well as traveling up North to unwind. Jack also loves spending quality time with his girlfriend, Molly, and our golden retriever, Wally.