Jack Barker, JD, CPA, CTFA
Chief Fiduciary Officer
Jack has over 20 years of tax/wealth planning and trust administration experience working with high-net-worth clients and institutions. He began at Ernst and Young, LLP as a tax consultant with accounting and law serving as the foundation of his technical expertise. His experience encompasses analyzing tax implications, monitoring risks, compliance and fiduciary governance matters. Attracted to Juncture’s unique investment philosophy and his passion for creating impactful relationships with clients to simplify their complex financial situation, it was an obvious decision for Jack to join the Juncture team. As the Chief Fiduciary Officer, Jack is responsible for overseeing compliance as well as developing wealth planning solutions that include estate planning reviews, financial analysis and addressing business succession issues.
What Inspires My Work
The satisfying part of a wealth meeting is when the client sits back in the chair after I’ve presented a complex topic and says, “Wow, now I understand what we did and why we did it. It makes sense now. Thank you.”
What Inspires My Life
Perspective and knowing what is really important as life happens. My family and faith are solid, and the peripheral things in life are great! I’m totally living a blessed life and have a responsibility to make life better for others.