Jack works primarily with high earners navigating variable income, tax complexity, and the challenge of building real wealth while actually enjoying the life they've worked for. His planning-first approach means every investment decision, tax strategy, and financial move is built around the client's full picture, not just their portfolio.

Jack graduated from the University of Colorado Boulder with a Bachelor of Science in Finance and a minor in Economics. He is a CERTIFIED FINANCIAL PLANNER™ professional and has spent over eight years in the wealth management industry.

Although Jack has called Colorado home for over a decade, he is a proud Pittsburgh native and cheers on all of the city’s sports teams. Jack and his wife, Mackenzie, can be found on the ski slopes in the winter and the golf course in the summer.

To learn more about Jack, connect with him on LinkedIn.