Having spent his entire career in the financial industry, Jack continues to exhibit extensive understanding of the markets when developing relationships with clients. With an expertise in financial planning, he is able to grow current and prospective clients' relationships through strategically assessing their short and long-term goals.
Before starting his professional career at Charles Schwab in 2020, Jack played D1 baseball at Saint Louis University and Illinois State University. He graduated with a master's degree from SLU in Leadership and Organizational Development. He started his role with Baird as a Financial Planning Associate in 2022 and joined The Anne Lanagan team in 2024. Jack recently completed the Financial Advisor Training Program as well as passing the CFP®. As of November 2025, Jack is currently a Financial Advisor on the Lanagan Spicer Vliek team.
Having grown up in the Chicago suburbs, Jack now lives in Phoenix, Arizona with his wife Maria. He enjoys travelling and giving baseball lessons to youth in the community.