Jack joined the Summit family in January 2024 as a Planning Support Administrator in the Lakewood office. After achieving his B.S. in Finance at the University of Vermont, he landed a position at Baystate Financial as a service representative, where he earned his Series 7. This experience equipped him with a deep understanding of financial services and client management. After much deliberation, Jack moved across the country to Colorado and pursued a stockbroker position at Charles Schwab. As much as he enjoyed discussing the market with clients, he felt a more direct route toward his passion for financial planning was in store.
Jack was born and raised in a small town in Vermont before moving to Burlington for school. The 'slow town' upbringing brought on many passions for the outdoors; a few of Jack's favorites include skiing, golf, fishing, tennis, and watersports. If only there were more lakes in CO! Above all lies his devotion to all 4 Boston sports teams. You'll have a hard time pulling him away from an NFL Sunday.