People Moves
Washington Firm Appoints COO, CIO From Moss Adams Wealth Advisors

Appropriate Balance Financial Services, the Bellevue, Washington-based wealth management firm, has appointed Mark Jaeger as its chief operating officer and chief compliance officer.
Jaeger was formerly chief operating officer and chief investment officer at Moss Adams Wealth Advisors. He was also chair of the wealth advisors investment committee at the firm.
In his new role he will be responsible for practice management, technology, finance and compliance, and also join ABFS’ investment committee.
Founded in 1984, ABFS has around $350 million in assets under management.