Edge Advise

Jack Marx

CPA / Partner

Jack grew up in Scandinavia, WI and attended nearby University of Wisconsin Stevens Point where he majored in Business and Economics as well as lettering in football all four years he was there. Soon after graduating, Jack was hired on at Wells Fargo Financial where he specialized in consumer loans and credit. A random call from an old friend changed Jack’s career path and also gave him the ultimate ice breaker, as he accepted a position as a deckhand on a charter fishing boat in Sitka, Alaska and headed north, where he would go on to work for 8 years, eventually captaining a boat of his own. While you wouldn’t have seen Jack on any of the Alaskan wilderness or fish catching shows, his experiences in the great north could fill up several hours of entertainment.

Once his need for adventure had been fulfilled, he moved back to Wisconsin full time and finished his upper level accounting classes at the University of Wisconsin Oshkosh which allowed him to sit and pass the CPA exam. Prior to joining Edge, Jack spent the previous 5 years working on his craft at a regional accounting firm in the Fox Valley where he had exposure to individual, business and estate/ trust tax issues.

Jack prides himself in his easy to get along with attitude and no nonsense take on accounting. Keep it simple, be available, treat your clients with respect and do good work. These aligning of values have lead Jack to a position with Edge, where he will use his experience to take individuals and their businesses through anything life throws at them, big or small. His goal is to create lasting relationships and provide value to all his clients, wherever they may be in their respective business life cycle.

Jack still calls Scandinavia home and in his free time he can be found in the outdoors hunting and fishing. Jack and his wife, Nikki, enjoy traveling, spending time at the lake, and chasing their two children, Leo, 3 and Rosie, 1.