Jack’s passion for investing and building meaningful relationships made a career in wealth management a natural fit. With a lifelong affinity for numbers, analytics, and strategy, his interest in investing began during his college years and evolved into a desire to help others make confident, informed financial decisions that create lasting impact for themselves and their families.
Jack earned his bachelor’s degree in Economics with a minor in Business from Wabash College, where he served as a four-year captain of the basketball team and helped lead the program to the NCAA Final Four his senior year. That same season, he was honored as Division III National Player of the Year. During his time at Wabash, Jack also participated in the Center of Innovation, Business, and Entrepreneurship (CIBE), gaining hands-on experience across multiple industries, including financial services.
After graduation, Jack pursued his dream of playing professional basketball, joining the Charlotte Hornets’ G-League affiliate, the Greensboro Swarm, and later continuing his career in Australia’s NBL1 with the Ballarat Miners. Following his playing career, he transitioned into business, serving as Financial Controller for a small company where he worked closely with the CEO to guide financial stability and growth.
Jack sees many parallels between athletics and wealth management—leadership, teamwork, discipline, and the drive to help others succeed—which made his move into the industry a natural progression. He especially enjoys building trust-based relationships and helping clients bring clarity and confidence to their financial goals. Drawing from his own athletic background, Jack has a particular passion for helping fellow athletes manage their finances wisely and plan for long-term success beyond their playing careers.
Outside of work, Jack is a lifelong sports fan and can often be found watching or attending the Pacers, Colts, or Indiana University games. Since retiring from basketball, he has developed new passions for tennis and golf. He also enjoys spending time with his wife, Anne—traveling, discovering new restaurants, and connecting with family and friends. A firm believer in health and wellness, Jack maintains an active lifestyle and enjoys recovery practices like sauna, cold plunge, and red-light therapy.