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Jack O’Brien

Paraplanner
jack@kowalskifinancial.com

Jack has been part of the Kowalski team since 2017, previously working in the financial services industry for Principal Financial. Jack graduated from the University of Saint Thomas with a double major in finance and economics. Jack has earned his insurance license, Series 6, and Series 63 registrations. Jack works as a Paraplanner and Wealth Management Systems Manager, working closely with Marc to ensure our client’s comprehensive plans are current.

Seeing our clients achieve their goals is extremely rewarding to me. Being a part of an amazing team that helps them get there is one of my favorite aspects of my job. Making a difference in other people’s lives and our community is truly special to me & our team at Kowalski Financial."
- Jack O’Brien