Financial and Life Transitions
Legacy Planning & Creation
About the Financial Advisor
Jack is a part of the David Heitkamp team. He helps guide his clients through important life transitions, big and small. Jack focuses primarily on retirement planning, working with clients to establish financial confidence in the face of varying financial and life decisions. With the help of his veteran team and the latest financial planning software, Jack is well-positioned to help clients under any circumstance.
He focuses on serving families in Minneapolis, MN.
Jack serves his clients by helping them through life’s transitions, such as saving for children’s education, accumulating assets successfully in working years, retirement income solutions, and creating a lasting legacy for families.
Education and Designations
- St. Olaf College, Bachelor’s Degree, Economics
Jack is a lifelong runner, who maintains active ties to the Minnesota high school and college running community. He enjoys bird hunting with his dog, Otto, and skiing on the Iron Range.