Jack Sowada CFP®

Investment Advisor

"I strive to help clients achieve their financial aspirations through trust and expertise."

Jack is a CERTIFIED FINANCIAL PLANNER™ professional at Tradition Wealth Management. 

In his role as your personal CFO, Jack operates as a fiduciary. He not only assists with your investments and financial planning but also provides valuable support for managing the emotional side of finances.

A Wayzata, Minnesota, native, Jack is committed to guiding individuals and families toward a secure financial future. He earned honors during his time at the University of St. Thomas, where he was also part of the Aristotle Fund.

Outside of work, Jack enjoys all types of activities including golf, basketball, softball, and broomball. 


Advisory Services offered through Tradition Wealth Management, LLC, a Registered Investment Advisor. Sowada is not registered with Concourse Financial Group Securities.