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• AR
• AZ
• CA
• CO
• FL
• IN
• MD
• MI
• NC
• ND
• NV
• NY
• OR
• TX
• VA

Since 1985, Jack has provided customized solutions to both individual and institutional investors. Using his Finance Degree from the University of Michigan as a foundation, he has since earned several important distinctions: Certified Financial Planner, Equity Institute Graduate, Preferred Portfolio Management Graduate, $100,000,000 assets under management milestone, and in 1999 completed the worldly recognized Chartered Financial Analyst (CFA) designation. The CFA has become the global professional investment credential and can be useful when choosing an investment advisor.

• University of Michigan, B.A. Finance

• CERTIFIED FINANCIAL PLANNER®
• Chartered Financial Analyst®
• Senior Portfolio Manager

• MI

Zane is a Client Associate who brings energy, focus, and a modern perspective to the team. He graduated summa cum laude from the University of Kentucky with degrees in Finance and Management and a minor in Psychology, and he led the Division I men’s swim team as captain during his time there. Zane is currently completing the industry’s rigorous training and licensing process while supporting clients through service, planning coordination, and operational support. Working alongside his father adds a unique layer of continuity and care to the team’s approach, blending experience with a fresh outlook. He has a growing passion for market behavior, with a particular interest in learning about option contracts and how they can play a role in more advanced strategies. Outside the office, Zane enjoys CrossFit, being outdoors, and spending time with his two dogs.

Monica brings over 20 years of experience in the financial services industry. Having spent most of her career in retail banking as an Assistant Branch Manager and most recently as a Client Service Associate at Morgan Stanley. She prides herself on constructing efficient processes, fostering organizational structure, providing excellent advisor and client service and has a proven track record of success in the industry. Beyond her professional commitments, Monica finds joy in immersing herself in a good book, exploring new destinations and cherishing moments with her daughter Morgan.