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 is currently enjoying his return to living in the suburbs while visiting the Vienna office. He so far has enjoyed his weekends in DC channeling his inner tourist. Specifically, Jack has seen The White House, the Lincoln Memorial (who in Jack’s humble but accurate opinion is the greatest Illinois resident of all time), and toured several museums on the National Mall. His favorite however, has been taking in the culture of DC sports teams.

He had the opportunity to see the Washington Capitals play his hometown Chicago Blackhawks, and the Washington Nationals close out their regular season against the Cleveland Indians. Jack’s closing thoughts: everyone talks about the San Francisco hills, but Virginia hills are underrated, especially when you factor in humidity.