Internal Analyst

CreativeOne Wealth

Jack partners with advisors to solve complex investment challenges while also helping them grow their businesses through recruiting and succession planning. His rare blend of investment expertise and relationship-driven approach ensures advisors receive tailored solutions that fit their philosophy, freeing them to spend more time with clients and less time on case design.

Since joining CreativeOne Wealth when it was an eight-person RIA, Jack has played a role in nearly every aspect of the business. Today, he focuses on simplifying sophisticated strategies, guiding advisors through continuity planning and business valuations, and delivering timely, accurate support that drives growth.

Jack’s commitment is clear: to give advisors the confidence, resources, and time they need to build stronger client relationships and more successful practices.