Robert Jackson Joins Wellspring as Senior Tax Advisor

Wellspring Financial Advisors is excited to announce the addition of Robert Jackson to the team as Senior Tax Advisor. With an extensive background in tax consulting and a deep understanding of tax laws, Robert’s expertise will play a key role in driving innovative solutions for the firm’s high-net-worth client families.

Robert joins Wellspring after having held various high-impact roles in the tax advisory field.  Most recently, he served as a Senior Manager in Tax at both Eide Bailly and Apple Growth Partners, where he successfully managed tax strategies for a diverse portfolio of clients, providing strategic insights to ensure tax efficiency and compliance. His wealth of experience over the past 25 years spans across many aspects of income tax and tax planning.

As Senior Tax Advisor, Robert will work closely with clients to deliver customized tax strategies, focusing on maximizing savings, minimizing risk, and ensuring full compliance with ever-evolving tax regulations.

Robert holds a Master of Taxation degree from the University of Denver and a Bachelor of Business Administration degree in Accounting from Kent State University. He is also a Certified Public Accountant (CPA).

Robert joined the firm effective February 6, 2025.