Introducing Jack, your financial advisor blending Midwest values with Southern hospitality to guide you on your wealth management journey.Hailing from Milwaukee, Wisconsin, I bring a strong foundation of honesty, hard work, and community spirit to my practice. Now based in the bustling city of Houston, I've cultivated a thriving business dedicated to helping individuals and families achieve their financial aspirations.Drawing upon my upbringing in Wisconsin's close-knit communities, I understand the importance of building lasting relationships and serving others with integrity. Whether you're planning for retirement, saving for your children's education, or navigating market fluctuations, I'm here to provide the personalized guidance and support you need to pursue your goals with confidence.As your dedicated advisor, I combine the warmth of Southern hospitality with the expertise of Merrill and the banking solutions of Bank of America to create a tailored strategy that evolves with your changing needs. And just as I continue to cherish my roots in Wisconsin, I'm deeply committed to giving back to the vibrant community of Houston, where I now call home.Let's embark on this journey together, leveraging the values of the Midwest and the energy of the South to build a brighter financial future for you and your loved ones.
Jack embarked on his financial career journey at Merrill in 2020 as an intern. Through the Advisor Development Program, he held roles such as Relationship Manager and Financial Solutions Advisor. This path led him to join the Hansen Group as a Team Financial Advisor, and along the way, he earned his CERTIFIED FINANCIAL PLANNER™ designation. Jack's commitment to excellence and client success defines his ongoing journey in the dynamic world of wealth management. Growing up in Wisconsin some of his favorite hobbies are skiing, spending time on the lake, and cheering on the Green Bay Packers. He then went on to enjoy his college years at Texas State University earning a finance degree. Now living in Houston he loves going to all the sporting events, making trips down to Galveston, and being outside enjoying the weather whenever he can. Also, in the past year he has completed two marathons and looking to do another one in the future!
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
