Jack Petras

FINANCIAL PLANNING RESIDENT

Jack Petras graduated from the University of Illinois in Urbana-Champaign with a degree in Consumer Economics and a concentration in Financial Planning. While on campus, Jack served as the Vice President of his Financial Planning Club. Through the club, Jack was able to participate in various professional conferences and case competitions. Additionally, he served as Vice President of his fraternity and worked in the map library.

Previously, Jack interned at brokerage firms Merrill Lynch and Wells Fargo. These experiences helped Jack develop a passion for the day-to-day life of a financial planner, and taught him the importance of professionalism and trust in the client-planner relationship.

Outside of the office, Jack has developed a passion for running which has allowed him to increase his daily chocolate consumption. After being challenged by Lauren Stansell during his interview process with Yeske Buie, Jack recently ran his first half-marathon in 1:47:08. He plans to run the Golden Gate Half-Marathon in November and hopes to see you out there. Jack also is an avid sports fan and follows multiple sports including baseball, football, soccer, golf, and hockey.

Client Focus: Jack is excited to meet YOU! He has developed a passion for financial planning through actively listening to Clients’ unique personal financial story, and he is excited to learn about your family, your passions, and your Live Big® goals.

Current Update: Jack thoroughly enjoyed his time in DC and hopes to be able to make it back to the capital sometime soon. After his trip to DC, Jack went home to visit family in the Chicago area. Jack enjoyed his first trip home since moving to San Francisco in June. However, Chicago did not have quite the warm welcome for Jack as the temperatures reached below freezing in mid-October!

Jack now is happy to be back in San Francisco as the city begins to take on a more “home-like” feeling. He is unbelievably excited for the holiday season to begin. Jack views Thanksgiving as the most underrated holiday, as it allows him to excel in two of his favorite activities; eating and watching football.