Meet Jack
With my experience, training and knowledge of financial products and services, my clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.
Amanda Marshall
Client Engagement
Amanda Marshall offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.
Daria Belyaeva
Director, Customer Service
Daria Belyaeva offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.
Jack Sauber, CFP®
CERTIFIED FINANCIAL PLANNER™ Professional
As a CERTIFIED FINANCIAL PLANNER™ professional, Jack is committed to serving as a trusted personal financial resource for his clients, always acting in their best interest. He provides comprehensive, customized financial planning for individuals, families, and businesses, taking a holistic approach that considers every aspect of his clients’ financial lives. Jack prioritizes building long‑term relationships grounded in mutual trust, comfort, and respect.
Jack graduated from Grand Valley State University, where he was both a Dean’s List honoree and a member of the Laker football team. He earned his Bachelor of Business Administration in Finance and Marketing.
Outside of his work, Jack enjoys spending time with his wife, Carolyn, and their daughters, Remy and Mira. He is also passionate about coaching football and has served as a varsity assistant coach for his high school alma mater, the Eisenhower Eagles, since 2015.