After more than 50 years of working in the insurance and financial services industries, Jack has accrued a lot of financial wisdom, but equally as important, it’s what he has learned about serving clients. “I believe that commitment, trust, honesty and personalized service provide the foundation for advisor-client relationships,” Jack said.
Throughout his long career, he has made it his practice to act in the best interests of his clients. “The most rewarding part of being a financial advisor is helping people confidently pursue their financial goals,” Jack said.
Today, Jack not only devotes his time to serving clients, but also assisting our team members. He has in-depth knowledge of investments, insurance, tax, retirement and estate planning issues.
Jack transitioned to Raymond James in September 2020 with the Elevate Private Wealth Management team. He began his career as a financial advisor at Merrill Lynch, then at several predecessor firms to Wells Fargo Advisors. Earlier in his life, he worked in the insurance industry at MONY Life Insurance, Unum and Executive Life. He is a graduate of Southern Illinois University.
Jack is from Morton Grove, Illinois, and lives there today. He was married for 30 years, then widowed. He has three grown children, Jennifer, Brent and Ryan, and five grandchildren. In his free time, Jack enjoys scuba diving, antique cars, Harley-Davidson motorcycles and flying as a private pilot. He has been a Master Mason and Shriner for 52 years.
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