Jackson Elizondo, CFP®

Wealth Manager

Jackson Elizondo has always been dedicated to making a positive impact in his community which led him to a career in wealth management. Jackson understands the importance of integrity and trust when building a relationship, and he is committed to helping clients by working as a team to enhance their financial plan and reach their goals.

After graduating and commissioning from Boston University in 2015 with a Bachelor of Science in Mechanical Engineering, Jackson served as an officer in the United States Air Force.  During his time in the United States Air Force, he earned a Master of Science in Aerospace Engineering from the University of Dayton. Jackson earned a Professional Certificate in Financial Planning from Boston University in 2018 and currently holds the CERTIFIED FINANCIAL PLANNER™ certification.

Jackson is dedicated to giving back to his community by taking opportunities to tutor and teach finance and STEM (Science, Technology, Engineering, Math) focused classrooms in low income communities. He stays active by running, biking and swimming and enjoys traveling and exploring the outdoors.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Meet Jackson's Team

Kurt E. Kimmich, AAMS®

Wealth Manager

Colleen Zysk

Client Service Associate