I started Uptrex Wealth Advisors because I saw a massive gap in how the financial industry treats people approaching retirement. If you have spent a career in professional services, engineering, or corporate management, you are used to dealing with complex problems. But when it comes to your own life savings, the financial industry often makes things more confusing instead of less.
You do not want to be managed like an account number by a giant institution. You want a trusted advisor you can have a real conversation with.
My entire practice is built around that idea. I am not here to impress you with Wall Street jargon or sell you a template. I am here to sit on the same side of the table as you. My job is to take the complexity out of your financial life, help you understand exactly where your income will come from, and give you the clarity you need to stop white knuckling every market headline.
We focus specifically on the five to ten years before and after you retire because that is when the stakes are highest. A mistake made in your thirties can be fixed with time. A mistake made the year you retire can permanently alter your lifestyle. We are dedicated to helping you avoid those mistakes through careful, deliberate planning that respects the hard work it took to build your wealth.
Jack has had the same goal every day since he became an advisor, to make a significant and lasting positive difference in the life of each of his clients. He is passionate about helping his clients optimize their wealth so they achieve their most important life and financial goals. The majority of his practice is focused on serving Middle Class Millionaires as they plan for and enjoy a successful retirement.
Beginning his practice in 2001, Jack spent time at two national wealth management firms. Prior to founding Uptrex Wealth Advisors in 2014, Jack spent the previous seven years at Miceli Financial Partners as an Executive Vice President and Wealth Management Advisor.
Jack is a second generation San Franciscan. Born, raised and educated in the Bay Area. He has been married for over 25 years and is the proud father of two daughters. He volunteers his time at his daughter’s soccer and volleyball leagues as well as at their Los Altos church.
Before joining the Uptrex team in 2022, Michelle worked as the Executive Assistant to the Director of Coding Administration at a large healthcare company based in California. In her role, she supported a team of coding leaders and professionals. Previously, she served as the Executive Assistant to the Chief Financial Officer of the Gresham-Barlow School District in Oregon.
With over 20 years of experience as a professional office executive assistant and a track record of strong performance in high-volume, high-pressure environments, Michelle has the skills and customer service to successfully support our clients with their financial needs and retirement goals.
Michelle is a native Oregonian. She is the proud mom of four children: three sons and a daughter. In her free time, Michelle enjoys hiking, running, motorcycle trips, as well as, coaching and attending her kids’ sporting events.
It costs nothing to sit down and talk.