Jack is the newest member of the team and is taking on the role of portfolio administrator where he will be supporting the advisors and assisting with day to day operations. An alumni of Loyola University, he joined Lighthouse in November.
Jack realized his passion for the industry through his internship at Northwestern Mutual, where he helped his friends and family see the value of having a trusted financial advisor. Through schooling and multiple internships, Jack grew an acumen for financial planning and will begin studying for his series 65 and CFP® exam this year. At school, Jack was a member of the Financial Management Association and helped establish the first Loyola roller hockey team.
He holds dear to him his hometown of Clinton, New York where he spent his childhood growing a love for sports and the outdoors. He grew up playing hockey, football, and fishing at his family’s summer house on the St. Lawrence River. Now residing in Baltimore, Jack enjoys spending time with his friends from college and is excited to advance his professional career in Maryland.