Jack first joined the Lumen Wealth Group family full-time as a Client Service Associate in June of 2024 after having interned since October 2023. During his time at Lumen, Jack has quickly learned the ins-and-outs of the wealth management industry. Before starting full-time, Jack graduated from Loyola Marymount University with a degree in finance. He has since obtained the Series 7 and Series 66 licenses to become a financial advisor, realizing a long-held dream for him.

During his time at LMU, Jack served as Treasurer of his fraternity. In this role, Jack developed the skills necessary to collect and manage organizational funds and was tasked with building semi-annual budgets for the fraternity.

Jack values hard work, effective communication, and empathetic listening. Jack will be completely committed to guiding you on your financial journey. He believes that addressing one’s financial well-being is an emotional process, and he does not take your trust in him lightly. Jack, like the rest of the Lumen family, is completely committed to serving your every need, and looks forward to helping you in any way he can.

Some of Jack’s hobbies include surfing, traveling, and golfing. For nine years, starting at the age of 14, Jack served as a golf caddie at his hometown club in Clarendon Hills, IL. In this role, Jack learned quite a bit about the game of golf, as well as the value of a hard day’s work. Caddying also taught Jack how to communicate effectively and to always provide a superior degree of service.