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 heading back home to the Chicagoland area for the holidays. During his time at home he visited with family, reconnected with friends, and played football with his brothers. He also spent time with his family’s new Border collie puppy named Sophie, and ate enough deep-dish pizza and Christmas cookies to hold him over until his next visit home.

Jack is excited for the weeks to come as he has a few friends coming out to visit San Francisco. He looks forward to showing them around the city and introducing them to some of his favorite spots. More importantly, Jack’s New Year’s goal is to the pass the CFP® exam in 2020. He has begun to ramp up his studying process to sit for the July exam. His preferred studying snack: protein bars.