Jack is a Senior Planning Analyst, helping clients understand their estate plan, maximizing retirement savings, and preparing business owners for their next chapter.
Jack earned a Bachelor’s degree with a dual concentration in Finance and Accounting at Duquesne University. While studying at Duquesne, he served as the President of the Financial Management Association, Senior Vice President of Delta Sigma Pi, and an analyst with the Student Managed Investment Fund.
Prior to joining the Waldron team in 2019, Jack developed himself professionally by interning with MassMutual Pittsburgh and PNC Bank. Jack passed the CFP examination in November 2021 and is a CERTIFIED FINANCIAL PLANNER™ Professional.
At Waldron, Jack works on a multitude of planning-oriented tasks, where he builds specialized skills related to trust and estate planning coupled with business sale transactions. He also helps clients with their journey to retirement and how to properly save to accomplish those goals. Jack is an active member of the Estate Planning Council of Pittsburgh, where he stays up to date with the latest estate tax trends and policy changes.
Outside the office, Jack enjoys golfing, traveling, and watching movies. He also volunteers with the Reflections of Grace Foundation and works passionately toward fighting brain cancer.
