Meet Jack
Jack’s interest in wealth management started early, and an internship with the team in 2023 gave him the chance to turn that interest into hands-on experience. He returned full-time in 2025 and now serves as a Financial Planner, helping individuals and families connect tax planning, retirement strategy, and investment management into one cohesive plan.
Jack graduated from the Wisconsin School of Business at the University of Wisconsin-Madison with a major in Finance, Investment, and Banking. He brings a detail-oriented, analytical mindset to his work and holds the Chartered Retirement Planning Counselor® designation.
Outside the office, Jack enjoys biking, fishing, camping, and just about any excuse to spend time outdoors with friends and family.