Bill Jaback is a Certified Public Accountant (CPA) and Certified Public Guardian/Conservator (CPGC) with over 25 years of experience as a professional fiduciary. With an education in the liberal arts and humanities, Bill learned early in his career that working with the disabled and elderly is his life’s calling. As a professional fiduciary, Bill can follow this calling along with his other passions of managing personal finances and business administration.
For 15 years, Bill was the director for a Washington State chartered trust company. In this role, he learned the importance of putting clients’ need first, and that that this can only happen through sound business practices. Bill’s guiding professional philosophy is that a good fiduciary must keep its house in order. Only through strong personal discipline, a dedication to excellence, and a commitment to keeping one’s house in order, can a professional fiduciary truly serve its client to the very best of its ability.
Being a professional is not just a job for Bill. It is his life’s work, and he is very proud to have the opportunity to serve his clients each and every day. Bill founded Summit NPC with Leesa Arthur, because she shares the same values and commitment to the profession.
In his more than 25 years of experience, Bill has administered over $200,000,000 in assets as guardian/conservator, probate administrator, durable power of attorney, and trustee. Bill has a reputation for administering particularly complex situations, whether because of unique assets, family conflict, or breaches of fiduciary duty by other fiduciaries. Bill is routinely retained to prepare forensic reviews and to pursue claims to recover assets taken from his clients. To date, Bill has successfully recovered over $10,000,000 in clients’ assets.
For Bill, no fiduciary appointment is too big or too small. Rather it is all about ensuring that the role of Summit is the right “fit” for both the client and Summit as an organization.
Please contact Bill today if you have questions about your needs and if you think Summit may be a good fit for these needs.