Brian Jack

Partner and Managing Director

About Brian Jack

Brian Jack is a partner and managing director of Pinnacle Peak Private Client Group. His focus is—and has always been—on building personal, face-to-face relationships with his clients, helping them to achieve financial freedom and create the life they envision for themselves and their loved ones.

Honesty, integrity, and reliability are paramount in Brian’s relationships with his clients. He sees himself and his firm as advocates for the people he serves, working alongside them to create a sound and balanced investment portfolio that will help them reach their financial goals while protecting themselves along the way. His pledge is to act in the best interest of his clients, providing the best value for their investment dollars.

A native of upstate New York, Brian graduated from the State University of New York at Cortland in 1992 with a degree in economics and management science. He moved to Arizona the next year. Although he had worked in sales right out of college, he soon became involved in the financial services industry and discovered his aptitude for the work and the great sense of joy and satisfaction he felt from helping others succeed with their money.

In 1999, Brian married his wife, Lauren, a licensed counselor. Together, they have two teenage daughters, Logan and Jordan. Jackson, a Goldendoodle, completes the Jack family. The Jacks, who live in Scottsdale, Arizona, love spending time together. Brian, a former college baseball player and a current member at the D.C. Ranch Village, enjoys playing a variety of sports, particularly squash and golf.

Brian has worked in the financial services industry for more than two decades and has gained invaluable experience through some of the most volatile financial situations of recent memory. He is especially proud of the client relationships he has maintained through the worldwide economic meltdown a decade ago.

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18867 N Thompson Peak Pkwy, Suite 225
Scottsdale, AZ 85255
Phone: (480) 771-4301
Fax: (480) 771-4305
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Custody services and other brokerage services provided to clients of Pinnacle Peak Private Client Group, LLC are offered by Schwab Advisor Services, Division of Charles Schwab & Co. Inc. member FINRA/SIPC.
Pinnacle Peak Private Client Group, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Pinnacle Peak Private Client Group, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Pinnacle Peak Private Client Group, LLC unless a client service agreement is in place.