Jack Carlson | Wealth Strategist


Jack grew up in rainy Bellevue, WA and beginning at the age of 5, he had a passion for numbers and stats. He would routinely wake up at 6:30am to pick up the newspaper and dissect the sports page. He continued in that passion attending University of Arizona and earning a finance degree in 2016.

Following graduation, he led a global mission’s team in East Asia for two years, ministering to college students in a “small town” of 7 million. Upon return, he married his co-leader, Izzy. Early in 2020, he connected with Jonathan Wield and his current journey with Unbridled Wealth began. Despite having a finance degree, work experience at Morgan Stanley, and being a Dave Ramsey financial coach, Jack realized there was much that is hidden from everyday people in the world of personal finance. Specifically, the power of the Infinite Banking Concept (IBC).

A teacher at heart, Jack loves bringing clarity and transparency to the topic of money and helping people see the big picture of their finances. His mission is to help clients grow in financial knowledge and confidence so they can control and steward their wealth for impact and enjoyment. He now lives in Tucson, AZ with his wife Izzy, and daughter Penelope. Some of his favorite things are going on walks with his girls, playing softball, reading, bird-hunting and serving at his church.

Areas of focus include budgets & planning, retirement strategies, and financial education. Specializes in working with families and real estate investors.