Jack D. Gibbs, Jr.
CPA and Wealth Management Advisor
Jack grew up in Chicagoland and graduated from the University of Notre Dame with degrees in Accountancy and Sociology. He started his career at Ernst & Young LLP and later founded Fortress Financial Group in 1993. Jack and his partner Jennifer’s business expanded rapidly while based in Chicago's Lincoln Square neighborhood.
A 2001 trip to the West Coast led to the Gibbs moving to Ashland, Oregon in 2007. The firm has continued growing and now provides customized wealth management services to families nationwide. Jack attributes their success to developing strong relationships and helping clients reach their financial goals through tax-efficient strategies. Jack emphasizes making informed financial decisions to align current needs with future objectives. As a CPA, he employs tax efficiencies strategies to improve portfolio performance and build long-term prosperity. Jack is committed to educating and acting as a personal CFO to support individual interests and lifestyles.
As a fiduciary, Jack strives to serve in the best interests of his clients and values transparency, honesty, and confidentiality to build trust. He differentiates his approach by providing personalized advocacy and leveraging his expertise in tax planning to offer distinct advantages.
Outside of work, Jack enjoys spending time with family and friends, exploring nature, and participating in community organizations. He has been involved in local chambers of commerce, school boards, and peace initiatives. In his free time, Jack engages in various sports activities and finds joy in playing pickleball.