National Sales Director

• Mar 2023 - Present

Jack has 38 years of business experiences that has allowed him to help lead the organization. He has consulted with and advised independent planners, registered representatives, stock brokers, national banks, major New York wire house firms and regional NYSE firms. He manages a successful advisory practice, specializing in retirement income and capital preservation. As the National Sales Director, Jack focuses on teaching and guiding advisors through the business building and financial advising process. He coaches advisors as they build their skills in developing new business, maintaining client relationships, managing assets, planning for income, and building a successful financial advising business. He leads the business development effort to identify new strategic enterprise level partnerships and plays a key role in ensuring and delivering positive results for advisors. Jack believes in serving as a steward of his Cincinnati community. He has been very involved with the Little Miami Chamber Alliance and numerous outreach programs associated with Cincinnati Children’s Hospital Medical Center. Jack is a proud Marquette University alum. Show less

Founder, Chief Income Architect

• Nov 2019 - Present

Executive Vice President

• Dec 2012 - Mar 2022

Jack has 35+ years of business experiences that has allowed him to help lead the organization. He has consulted with and advised independent planners, registered representatives, stock brokers, national banks, major New York wire house firms and regional NYSE firms. He manages a successful advisory practice, specializing in retirement income and capital preservation. As the Executive Vice President, Jack focuses on teaching and guiding advisors through the business building and financial advising process. He coaches advisors as they build their skills in developing new business, maintaining client relationships, managing assets, planning for income, and building a successful financial advising business. Jack is a partner of the firm and Drew Horter. He leads the effort to identify new strategic enterprise level partnerships and plays a key role in ensuring and delivering positive results for clients. Jack is a registered Investment Advisor Representative and has previously held FINRA Securities licenses that include the Series 6 and 63. Jack believes in serving as a steward of his Cincinnati community. He is very involved with the Little Miami Chamber Alliance and numerous outreach programs associated with Cincinnati Children’s Hospital Medical Center. Jack is a proud Marquette University alum. Show less

Regional Vice President Sales

• Dec 2002 - Dec 2012

Capitas Financial is the largest advanced planning firm in the country. Jack specializes in wealth transfer strategies and business succession planning for the affluent marketplace. He provides sales and marketing assistance, individual case design and point-of-sale support to financial and investment professionals of national and regional broker/dealers, financial planners, independent agents, banks, CPA firms, and attorneys. Jack provides a sophisticated, unbiased solution to his partners and personal clientele. Show less