Jackson - Biotech Employee
Jackson was introduced to us a few years ago by his CPA. He has worked for several of the large biotechnology companies in the area. With his career and family as his focus, he largely overlooked his lucrative company benefits when changing jobs. We were able to help him consolidate his old 401(k) plans into an IRA and review the accumulated stock holdings of his previous employers. We constructed a diversified portfolio that now plays an integral part of his family’s financial future. He currently focuses on his rising career and kid’s Saturday morning soccer games.