Jack brings over 14 years of experience in the financial services industry, helping clients navigate the complexities of investing with confidence and clarity. He graduated from Minnesota State University in 2011 with a Bachelor’s Degree in Finance and holds both his Series 7 and Series 66 licenses, as well as a producer license for life insurance products as well as a certificate for long-term care insurance.

As a third-generation financial professional, Jack has deep roots in the industry. Both of his grandfathers were insurance and investment professionals, and his father is a long-time investment advisor. This legacy of service, guidance, and trust continues to shape Jack’s approach today—combining time-tested values with modern financial strategies.

Known for his calm demeanor and ability to explain even the most complex financial strategies in an easy-to-understand way, Jack provides clients with clear, practical guidance that supports long-term success. His comprehensive knowledge of investment products and solutions allows him to build customized strategies tailored to each client’s unique goals and objectives.

Outside of the office, Jack enjoys spending time in the great outdoors. He’s an avid fisherman, often participating in competitive tournaments and guiding others on the water in his spare time. He’s also a passionate hunter and enjoys biking whenever he can. Jack and his wife Kate—his business partner—live an active family life with their two young children.