Jack is a Wealth Advisor located in the Twin Cities office who spends his time working with employees, executives, and retirees around the country. His specialty is the utilization of employee benefits (RSU’s, ESOP, Stock Options, 401(k),etc) using comprehensive financial planning to help clients meet their financial goals. He has a passion for helping clients understand how changes in the economy, markets, and the unexpected impact their financial plan.
Jack has a Bachelors in Economics from St. Olaf College and is currently working to achieve the CFP® designation. He was a member of both NCAA men’s hockey and golf programs. Jack coaches youth hockey and is grateful to be in a position to help young men grow and learn life lessons through sport. Jack enjoys skiing, playing hockey and golf, biking, and anything else that gets him outdoors. Growing up in Steamboat Springs, Colorado he has a desire to chase snow in the winter months.