Wealth Management Advisor
Jack helps clients make financial decisions and create long-term, personalized financial plans. He focuses on the unique needs of tax, audit and consulting professionals and is also a key resource for the firm’s retirement allocation program online system.
Jack has over 15 years of experience serving clients financial needs and providing personalized advice. He earned a BA in communications at North Park University in Chicago.
In his free time, Jack enjoys coaching his kids’ athletic teams and getting away to the family cabin. He lives in Woodbury, Minnesota with his wife and four children.