Jack begins each audit engagement with the simple goal of delivering value. To him, that means committing to understanding each client’s business, paying attention to every detail and facilitating open conversations for an overall positive experience.
Since beginning his career in 2018, Jack has focused on the investment industry, serving mutual funds, exchange-traded funds (ETFs), collective investment trusts and multiple series trusts. He works with funds of varying sizes and investment strategies, ranging from startup funds working to build capital to families with dozens of funds and total net assets exceeding $80 billion.
- Actively involved in business development for the firm’s Assurance Practice
- Wisconsin Institute of CPAs
- American Institute of CPAs
Jack lives in Chicago, Illinois. As a former collegiate track and field athlete, he gravitates toward sports as an outlet outside of work, whether he’s participating in rec league basketball, enjoying a round of golf or catching a ballgame at Wrigley Field.