Jack graduated from North Carolina State University with a Bachelor of Science in Business Administration with a concentration in Finance. During his college years, he took part in intramurals and was a member of the Finance Club. Jack joined the team in December of 2024 and holds his series 7, series 66, life insurance, health insurance, and long-term care/Medicare supplementary insurance licenses. Jack was raised in Chicago, but he and his family now reside in Raleigh.

As a Wealth Manager, Jack loves providing the families we serve with tailored solutions to achieve their goals, provide a sense of security, and give them the confidence to live their lives on their terms. Jack enjoys educating families on the strategies we can implement based on their individual situations. His great listening skills enable him to understand each family’s unique goals and challenges, allowing him to provide personalized support and meaningful guidance. Jack has an insatiable curiosity for current and historical events that shape the financial world.

Outside of the office, Jack enjoys travelling, particularly to see friends and family across the country. He also enjoys testing his hand at cooking new dishes and going out to watch local music. Jack also enjoys sports, participating in both softball and volleyball leagues, as well as playing an occasional game of pickup basketball.