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Mark Jaeger, CFP®, ChFC®
Chief Operating Officer/Chief Compliance Officer
I am a highly skilled business professional with over 35 years of experience managing both large and small firms in the financial services and insurance industries. I focus on strategically growing and developing the business through operational effectiveness and client service offerings, with emphasis on practice management, investment management, compliance, technology and financial management.
I am currently expanding the professional services focus at Appropriate Balance through the introduction of PortfolioRX. PortfolioRX is a technology driven financial planning platform offered to smart professionals with unique needs, demanding schedules and busy lives.
Prior to joining Appropriate Balance, I was the Chief Operating Officer and Chief Investment Officer for Moss Adams Wealth Advisors LLC & Registered Securities Principal and Registered Representative of Moss Adams Securities and Insurance LLC in Seattle for 10 years. While there I led the transition of a small boutique planning firm through merger and integration into a leading accounting and consulting firm well known throughout the financial services industry.
I hold a Bachelor of Arts Degree in Economics from the University of Washington and have earned Certified Financial Planner™, Chartered Financial Consultant®, Chartered Life Underwriter® and Chartered Property Casualty Underwriter® professional designations.
I am married with 2 adult sons and a Golden Retriever. We spend a lot of time at our cabin in eastern Washington soaking up sun and enjoying the outdoors.