Jack Zinser

Jack Zinser is an Advisor at Fortress, specializing in helping pre-retirees and retirees navigate the complexities of retirement planning. Jack focuses on implementing tax-efficient retirement income strategies to ensure his clients can enjoy financial confidence in their golden years.

Growing up in a financial household, Jack’s passion for financial services was inspired by his father, a long-time Rochester banker. His journey into financial advising began in 2017 as an intern at a local insurance agency, where he developed an early appreciation for financial planning. Combining his lifelong desire to help others with his expertise in financial strategies, Jack found his true calling in guiding clients through one of life’s biggest transitions—retirement.

Jack believes that financial planning should be a collaborative and educational experience. He works to simplify complex financial concepts, ensuring clients understand the reasoning behind their financial strategies. His greatest reward is seeing the stress lift from clients’ shoulders as they realize they can retire comfortably. One of his most memorable experiences was helping a client, who feared they couldn’t retire, confidently step into retirement after years of uncertainty.

Outside of work, Jack enjoys playing men’s league hockey, golfing, and spending time with his one-year-old Golden Doodle, Cooper. A passionate sports fan, he closely follows all four major U.S. sports—despite the challenges of being a die-hard Minnesota sports fan.

Jack is honored to help his clients make one of the most significant decisions of their lives, ensuring they can retire with confidence.

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