Jackson partners with individuals and families to design comprehensive financial strategies tailored to each client. With more than 10 years of industry experience, he draws on deep knowledge of investment management, retirement planning, estate planning, and tax planning to provide the strategic clarity and confidence clients need to move forward.

A passion for helping others brought Jackson to this work, shaped in part by watching his parents build careers in healthcare around service to others. That same orientation guides how he approaches sudden wealth events, an area where he has done most of his meaningful work. Unexpected financial change often brings as many questions as opportunities, and Jackson focuses on helping clients fully understand their options, including the risks and tradeoffs of each path forward.

Jackson’s clients know their well-being, financial and otherwise, genuinely matters to him. He adapts readily to each relationship, meeting clients where they are rather than defaulting to a standardized approach. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and earned his B.S. in business from Indiana University’s Kelley School of Business.

A Chicago native, Jackson loves the Cubs, Bears, and Bulls. An Indiana University alumnus, he’s also an avid IU basketball and football fan. He spends as much time as possible in the mountains with family and friends, with a goal of 10 to 15 ski days each winter.