For the last thirty five plus years, Jack has been a practitioner in the field of professional investing. He has coached and mentored financial professionals relating to the global capital markets, and worked to help them become better stewards of their clients' wealth.
Jack reached a point in my career where he want to put his experience to work, helping individuals and families puruse their financial goals.
To fulfill this desire, it was necessary to move out of the corporate world and become the fiduciary to the end investor, responsible for their wealth and financial well-being. Jack has a particular interest in helping clients reduce their tax burden, manage their income after retirement, and help correct any misalignment of existing portfolios as related to their financial goals.
Jack spent a great deal of time and energy searching for a like-minded group of individuals interested in helping people pursue their financial goals, rather than just selling them investment products.
What he found at Fulcrum Wealth Advisers is exactly that focus. All investors are looking for a combination of growth and safety. But even more important, they are interested in pursuing financial security. Jack is proud to work with a group of seasoned professionals and looking forward to working with you.
Background
Prior to joining Fulcrum Wealth Advisers, Jack spent thirty one years at Russell Investment Company. Over that time frame he had a broad range of experiences, including, Director of Bank Development, teaching portfolio construction and asset allocation to financial professionals. He has helped over a thousand financial professionals, become better stewards of their clients’ financial bell being. Jack also developed investment and training programs in portfolio construction for the National Bank of Saudi Arabia, and Bank Franke, of Switzerland.
Additionally Jack created the first retirement and investment education program for the pilots and engineering teams at United Parcel Services (UPS) in Louisville, KY.
Through public and corporate forums, Jack has provided public speaking seminars on Social Security, advanced Tax Management implementation, and retirement income. He has also authored many presentations relating to the constantly changing face of global economics, along with its risks and benefits to investors.
From 1980 to 1985, Jack helped the brokerage firm of Paine Weber Jackson and Curtis develop one of the original fee based programs designed to reduce excessive trading within an investor’s portfolio.
Prior to entering the world of investing Jack was City Manager of Oak Park, IL. There he had responsibility of all city departments, six hundred employees and a fifty million dollar operating budget. As part of those duties, he also sat on the restoration board overseeing the preservation of thirty-seven original Frank Lloyd Wright homes. During his tenure as manager, he received an international award for creative and effective management, from the International City Management Association. The award was a result of work involving racial integration and a community-wide equity assurance program.
Jack's military service was in the US Army. He jokes that he marched so poorly that they assigned him a civilian status post. He worked in the White House providing communications, security, and advance work for the President, and Secret Service. These duties included leading advance teams on both the Moscow and Peking summit conferences.
Jack holds a bachelor degree from the University of Oregon, and a Master’s degree from the University of Kansas. He has been accepted into a program focusing on Global Economics and Policy, at Oxford University UK. He is a past member of the National Rotary, Kiwanis, and Optimist Organizations.
