Jack recently joined Integrated Capital Management after successful financial planning roles at Northwestern Mutual and JP Morgan Chase. Following the completion of his MBA, his passion for numbers started during his position at Dana Inc. where he worked in the accounts payable department. He enjoyed the role, but had a desire to have an impact more on individuals than corporations. This realization motivated him to pivot away from accounting and to pursue a career in the financial planning profession. Jack will be channeling skills by advising professionals and physicians on the benefits of independent long-term financial planning.
Jack holds a Bachelor of Science in Criminal Justice from Grand Valley State University and a Master of Business Administration with a concentration in finance from Oakland University. He is furthering his commitment to his profession by completing all of the required course work this summer (2024) to sit for the CERTIFIED FINANCIAL PLANNER™ exam. Jack has already demonstrated his hard work through successfully completing the Life and Health Insurance exam, Securities Industry Essentials Exam, and the Series 7, 63, and 65 exams.
Professional Distinctions
- B.S. Criminal Justice – Grand Valley State
- M.B.A. Finance – Oakland University
- Series 65 – Uniform Investment Advisor Law Exam
- Life and Health Insurance License – Michigan Department of Insurance and Financial Services
Get to Know Jack
Born: Royal Oak, Michigan
Favorite Food: Steak
Favorite Sports Team: Michigan State Spartans Football
Activities and Interests: Spending time with my family, golfing, baseball, and rewatching “The Sopranos”
Something You May Not Know About Jack: Jack has coached high school baseball as well as worked for the Detroit Tigers Ground Crew