Jim Haack

Having worn many different hats in my career, I’m grateful to have had so many experiences. As a result, I see the world with an open mind and various perspectives.

The greatest eye-opening experience I had was working for four years in the Middle East, helping deliver and maintain firetrucks and related equipment. The people I met and travel opportunities I enjoyed were amazing.

Returning from the desert climate, it was time for college, and I attended Arizona State University in Tempe. Business and finance were very much on my mind. My degree in finance has been extremely beneficial.

After school, I worked for the US Treasury as a National Bank examiner in Ft Worth, Texas. During my tenure, many banks and saving and loans failed. It was not a rewarding time but was a great experience, learning the importance of diversification and quality.

A couple of hats later, still not sure of “what I want to do when I grew up", I started a roofing business and by chance, structured it similarly to the Edward Jones model. My co-workers were also partners in the business. We all had a vested interest in making sure we did the right thing for our customers.

The opportunity came up to open a branch office with Edward Jones in San Luis Obispo. I moved to town not knowing a soul. Since starting in 2002, I have continued to focus on quality and diversified investments, doing what is right for my clients and building relationships based on trust.

My wife and I met in Texas through a running group. Over the years, we've enjoyed scuba diving, running marathons and triathlons (Ironman Canada). We continue to look forward to travelling and while home enjoy gardening, birdwatching and local restaurants. I still bike ride (mountain and road), ski occasionally and play golf.

The greatest reward in my business life has been the depth of trust and caring I share with my clients. I will continue to wear this hat with pride and gratitude.