Team Spotlight: JJ Wright, CFP®

Prior to joining MarsJewett, JJ specialized in Personal Financial Planning, earning his Bachelor of Science in Business Administration from Central Washington University. Since graduating, he solidified his knowledge even further, becoming a Certified Financial Planner®, and he continues to grow his knowledge of financial planning. As a Financial Advisor, JJ meets with clients and assists in myriad situations. He is an excellent researcher and often leads special assignments and financial planning projects that have broad impact on MarsJewett’s financial planning strategies.

Where did you grow up?
Though I went to college at Central Washington University, I grew up in Redmond, Washington and attended Mount Si High School. I’m a Wildcat!

Favorite fun activities and interests?
I love the outdoors and often spend time in the mountains, skiing in the winter and mountain biking in the summer. You’ll find me golfing occasionally, too.

Where have you enjoyed traveling?
Our family has a cabin in Gordon, Wisconsin, but I love ski trips to Idaho for winter ski vacations. My favorite ski run is Limelight or Flying Squirrel at Sun Valley!

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Key Financial Data 2024

Key Financial Data 2024

If you are interested in the new numbers affecting 2024 taxes, retirement contributions, health savings, Medicare, and more, please read or download the PDF below to have on hand. As always, do not hesitate to call our office or email us with any questions.

Social Security and the Pursuit of Financial Independence

Social Security and the Pursuit of Financial Independence

A lot has changed in the workforce – and human longevity – since the Social Security system was established in 1935. Nearly a century ago, retirement arrived at age 62, and many people passed away by age 65. Retirement was three years, not twenty-five or more. Today,...

Key Financial Data 2024

Key Financial Data 2024

If you are interested in the new numbers affecting 2024 taxes, retirement contributions, health savings, Medicare, and more, please read or download the PDF below to have on hand. As always, do not hesitate to call our office or email us with any questions.

Social Security and the Pursuit of Financial Independence

Social Security and the Pursuit of Financial Independence

A lot has changed in the workforce – and human longevity – since the Social Security system was established in 1935. Nearly a century ago, retirement arrived at age 62, and many people passed away by age 65. Retirement was three years, not twenty-five or more. Today,...