Jackson joined The Wick Investment Group in 2022 and assists his clients in achieving their financial goals through retirement planning, investment portfolio construction, risk management, education funding, insurance solutions, and tax & estate considerations. He also supports self-employed individuals and small businesses in choosing & managing employer-sponsored retirement plans. His work is fully customized to the clients’ unique situation.
Prior to joining The Wick Investment Group, Jackson spent 10 years serving in financial leadership roles in the consumer goods industry. His past roles include global financial planning and analysis leader at Black Crow Skis and an eight-year tenure at Adidas rising to senior finance manager of global basketball. His work included financial reporting, cash flow planning, investor relations, equity & debt financing, margin development, and growth strategy execution. He graduated from the University of Portland with a Bachelor of Business Administration degree in finance, passed the Series 7 and 66 exams and holds Wisconsin life and health insurance licenses. Jackson’s financial acumen offers a fresh perspective for his clients.
Jackson grew up in Northern California and lived in various cities throughout his career, including Portland, where he met his wife, Audra. They now reside in Hartland, Wisconsin with their son, Jude, and enjoy golfing, snowboarding, and traveling in their free time.
