Jack serves as a Client Relationship Associate at Intergy Private Wealth, where he supports clients and ensures a seamless wealth management experience. In this role, he assists with day-to-day client needs, helps coordinate financial planning efforts, and serves as a consistent point of contact to enhance trust and transparency throughout the advisory process.

Prior to joining Intergy, Jack earned a Bachelor of Science in Business Administration with a concentration in Marketing from Colorado State University in May 2025. Here, he developed a deep interest in the intersection of strategy, service, and personal finance. He completed a formative internship with D.A. Davidson in 2024, where he gained hands-on experience in financial services. This laid the groundwork for a passion in both finance and marketing and continues to influence his approach to client service and long-term professional goals.

Outside of work, he enjoys spending time in the mountains—hiking, climbing, and skiing. As a self-proclaimed sports nerd and film fanatic, he is always up for a good game or a great movie!