LICENSES & ACCREDITATIONS
Registered Investment Advisor, Retirement Specialist, Life/Annuity Licensed
AREAS OF EXPERTISE
Financial Services, Retirement Planning, Insurance Services, Estate Planning
A 30+ year veteran of the Financial Services Industry, Jack brings a wealth of knowledge and experience to his clients. Most recently, he’s been partner at both a national Registered Investment Advisory firm, and a mutual fund family.
Over the years, he has been involved in nearly every aspect of the financial services business. Jack began his career as an advisor. Since then, he’s been an advisor to advisors within the various communities of the industry ranging from independents to national banks to New York wirehouse firms. In 2012, Jack became an independent advisor once again. He was able to put processes and systems together to scale his practice. After successfully doing so, he was able to take that knowledge to other advisors to help them do the same.
Jack is a graduate of the Marquette University School of Business. Jack formerly has served on the Board of the Cincinnati Estate Planning Council, and President of NAIFA Cincinnati. Currently, Jack serves on the Board of Directors of National Association of Active Investment Managers.
Jack and his wife, are residents of Loveland, OH where they’ve raised their three children.
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