Jack Gardner

As a Client Service Associate, Jack works side-by-side with Wealth Management Associates and Wealth Managers to process client requests. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time-sensitive tasks, Jack is able to provide our clients with worry-free solutions to some of their daily stressors.

Jack earned his bachelor’s in economics from the University of Washington. Jack’s previous work as a server has sharpened his customer service skills, and he’s eager to bring that same attentiveness and client-focused approach to our financial firm. Jack looks forward to starting his financial career at Coldstream and working closely with the clients we serve.

THE MOST TREASURED THING I OWN

My golf clubs. I have invested a lot of time and money into my clubs, mistakenly believing that it will improve my skills.

ONE PIECE OF ADVICE

When all else fails, be your genuine self. Authenticity creates long-lasting professional and personal relationships.

HOBBIES

In my free time, I love golfing, skiing, hiking, and surfing, really anything outdoors. When I am not outside, I enjoy watching sports and playing board games with friends and family. In the spring, you will find me coaching high school baseball.