Planning Associate, Private Client Group
Jack has been working in the wealth advisory industry since joining Clearstead in 2015. He provides analytical support for the tax and financial planning services provided by the firm. Jack is involved in all aspects of planning and compliance for Clearstead clients.
Jack earned a Bachelor of Arts degree from Marietta College with a concentration in accounting. He is currently pursuing the CPA certification. Prior to joining Clearstead, Jack worked in the public accounting industry in Cleveland.
Find Your Clarity
We bring our clients objective financial leadership through our fee-only advisory model, which enables us to remain objective. We do not offer proprietary products and take no commissions from product sales: our only source of revenue is fees we receive for financial advice. True to our founding principles, we do the hard work: the day-to-day investment management integrated with organizational priorities and family aspirations.
1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114