Overview
Jack is a vice president and senior consultant at CBIZ Retirement Plan Services and is associated with CBIZ Investment Advisory Services as a financial advisor. He works with plan sponsors to help them meet their organization’s retirement plan goals and manage the personal liability associated with being a fiduciary to a qualified plan. He provides consulting services to private and public companies, as well as not-for-profit organizations. Through CBIZ IAS, Jack provides investment management to individuals, trusts, defined benefit plans, cash balance plans, endowments and foundations.
Jack lives in Prairie Village, Kansas with his wife Katie, son Tommy, and dog Teddy.
In his free time, Jack likes to travel, play golf and cheer on the Chiefs, Royals and Jayhawks.