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Jack specializes in the accumulation and preservation of family assets through active financial, estate, and tax planning. His knowledge helps him tailor recommendations to best suit a client’s objectives in the areas of investing, wealth transfer and gifting.
Prior to joining S&T Wealth Management Group in 1984, he was a registered representative with IDS/American Express. Jack graduated from the University of Denver with a Bachelors degree in Business Administration and attended the PBA Central Atlantic School of Trust and Cannon School. He holds a Certified Retirement Services Professional (CRSP) designation and is currently a Certified Financial Planner (CFP) candidate.
Jack is a member of the Institutional Review Board of Indiana Hospital. He serves on the Advisory Board for Saint Andrews Village Personal Care Home and is a member of the Board of Directors for Grace Manor Personal Care Home | 