Carson Jacques, ChFC®
Financial Advisor
Carson works with our clients to generate retirement income plans and provide insights on the markets to help them feel confident and prepared for any market scenario. Through up markets or down swings, he believes it is important to remain level-headed when it comes to investing and keep your big picture goals in mind. Carson has been in the financial services industry for more than five years and he holds a Chartered Financial Consultant (ChFC®) designation from The American College. He is currently studying for the CERTIFIED FINANCIAL PLANNER® exam in March 2026.
Carson graduated from St Norbert College in 2020, where he played baseball for four years.
Carson lives in Green Bay, Wisconsin. He likes to stay active by working out, running, and playing pickleball. He is also an avid golfer and loves to travel around the US and internationally.