Jack’s first order of business with every client is ensuring they feel heard. His most important task is delivering a plan that aligns with his clients’ priorities and seamlessly adapts as their life evolves.

Jack began his career in the financial services industry as a stockbroker, later becoming a financial advisor for two national firms. His solutions-oriented work ethic and passion for delivering meaningful retirement planning made him an excellent match for Golden Reserve. He joined the team in 2025.

Jack is a graduate of the University of Dayton, where he received a B.S. in Business Administration, with a major in finance and a minor in economics. He holds SIE, Series 63, Series 65, Series 66, and Life and Health licenses. He is an avid rock climber, golfer, snow and water skier, and sand volleyball player. He and his wife, Abby, enjoy Disney trips and time with their dog, a Pomeranian named Sophi, and cat Cookie.