John Gjertsen is a CFP® and CFA® with 18 years of industry experience. He has worked at BlueSky Wealth Advisors, LLC since 2018 and previously spent seven years at D.L. Blain & Co., LLC. Gjertsen holds a Series 65 license and is based in Acworth, GA. BlueSky Wealth Advisors serves individual and high-net-worth clients, as well as institutional and trust entities, providing comprehensive financial planning, discretionary investment management, and select tax preparation services. The firm manages over $1 billion in discretionary assets with a team of nine advisors, emphasizing strategic asset allocation with a primarily passive, tax-aware investment approach supplemented by active managers when appropriate.

Caroline Jones is a CFP® professional with five years of industry experience. She is currently with BlueSky Wealth Advisors, LLC, where she has worked since 2020, following three years at Elwood & Goetz Wealth Advisory Group. BlueSky Wealth Advisors provides comprehensive financial planning and discretionary investment management primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, and business entities. The firm manages approximately $850 million in discretionary client assets and employs a strategic, tax-efficient investment approach that includes active management and the use of sub-advisers when appropriate.