Jack O’Brien

Paraplanner
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