With years of experience in financial coaching and lifestyle management, Jed serves as a trusted advisor to executives, professional athletes, and high-achieving individuals, helping them navigate complex financial decisions and cultivate long-term success. His focus on executive compensation, employee benefits, and wealth management allows Jed to partner with clients to develop personalized strategies that address their unique career and lifestyle goals.

Jed is known for his ability to create trusted, lasting relationships with clients, empowering them to make informed decisions around their finances and careers. Through NorthRock’s Personal Office^® approach, Jed offers a seamless client experience that enhances confidence, reduces financial stress, and provides clients with more time and peace of mind in their busy lives.

While Jed serves a broad range of clients, he provides lifestyle management and financial planning services to professional athletes, through NorthRock X, navigating the complexities of wealth accumulation and long-term financial security. Additionally, Jed works closely with a niche group of Boeing executives in the Seattle area, offering expert guidance in executive compensation, tax-efficient planning, and wealth preservation.

Professional Designations & Associations

Personal Life