Jack Murray, CFP® is a dedicated husband, father, and CERTIFIED FINANCIAL PLANNER™ professional with a passion for helping others achieve financial security. He chose this career not only to provide a flexible, comfortable life for his family but also to use his natural gifts of compassion and service to make a meaningful impact on his clients' financial well-being.
Jack’s enthusiasm for financial planning took root during his undergraduate studies at Brigham Young University – Idaho, where he earned a degree in finance. His curiosity and deep desire to serve others led him to explore every facet of financial planning, and he quickly realized that fee-only financial advising aligned perfectly with his ethics and client-first mindset.
He began his career at Merrill Lynch, where he gained valuable experience and saw firsthand how comprehensive financial planning extends far beyond investment management. After more than three years in the industry, Jack transitioned to Intermountain Wealth Management in 2023, where he now provides holistic financial guidance—covering everything from retirement and estate planning to debt management. He specializes in working with retirees and business owners in Idaho Falls, helping them navigate complex financial decisions with clarity and confidence.
Outside the office, Jack cherishes time with his wife, McKinley, and their three young children—Jackson (5), Brooklyn (2.5), and James (4 months). He prioritizes an active, healthy lifestyle, enjoying workouts, outdoor adventures, golf, and hunting whenever he can.
