New Wealth Advisors Announcement – Jack Bell

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We are excited to announce a new role for a key team member. Jack Bell is now a Wealth Advisor. He will work closely with Jeff and Landy to serve our many businesses, families, and individuals to meet their financial goals.

“Jack is an extremely bright young man. He brings energy and a new perspective to Financial Forum that we are eager to share with our clients,” said Jeff Comstock, Managing Partner of Financial Forum.

Jack joined Financial Forum originally as an intern in 2019. After graduating from Gonzaga University, he accepted a position with us as a Wealth Management Associate. He has carefully learned critical aspects of the wealth management industry and offers a unique perspective on challenges facing different generations.

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New Wealth Advisors Announcement – Katie Young, CFP®