Jack has been in the financial services industry since 1998 leaving his 17 year career as an IRS Agent and Appeals Analyst. Jack is a Licensed Tax Consultant and Enrolled Agent offering tax preparation and planning services through Griffin Tax & Investment Services, LLC** in addition to advising clients in the optimization of their financial affairs to ultimately achieve their financial goals. Jack's extensive experience in tax provides him with a unique ability to provide investment advice in a tax-efficient manner.
Jack received his BS in Accounting from Southern Oregon University in 1981. Jack and his wife live with their three children in Lake Oswego, Oregon. Jack is an avid tennis player and member of the United States' Osuna Cup Tennis Team - an annual tennis competition between top players from the United States and Mexico. In addition to his tennis competition, Jack enjoys golf and avidly follows both professional and college sports teams from the Pacific Northwest.
**The Martin Worley Group, LLC and Griffin Tax & Investment Services, LLC are not affiliated.