Jack joined Doepel & Wikstrom Wealth Management as the Senior Financial Planning Consultant in August of 2025. He provides clients with comprehensive, personalized financial guidance designed to help them achieve their short- and long-term goals with clarity and confidence. He works closely with individuals, families, and business owners to create strategies that address every stage of life, from building wealth to preserving it for future generations.
He began his career as a Client Associate at an independent advisory firm, where he developed a well-rounded understanding of the wealth management process and client experience. In March of 2023, Jack joined Raymond James as a Financial Advisor; since joining the firm, he has been focusing on the development of trusted relationships with clients, intricate financial plan design, and ongoing management of their investment portfolios.
Jack graduated from DePauw University in 2020 with a degree in Economics and Violin Performing Arts. While in Greencastle, IN, Jack was a member of the DePauw Management Fellows organization, where he took classes in economics, accounting, ethics, and statistics; he also attended lectures from business leaders from across the country. Jack’s liberal arts education will prove to be a vital resource and experience as he continues to help clients reach their financial goals.
In his free time, Jack and his wife love to travel around the globe and visit new places every chance they get. He frequently spends time at his family’s cabin in Wisconsin, where he enjoys all the activities that lake life provides.