Jack Petras

FINANCIAL PLANNING RESIDENT

Jack Petras graduated from the University of Illinois in Urbana-Champaign with a degree in Consumer Economics and a concentration in Financial Planning. While on campus, Jack served as the Vice President of his Financial Planning Club. Through the club, Jack was able to participate in various professional conferences and case competitions. Additionally, he served as Vice President of his fraternity and worked in the map library.

Previously, Jack interned at brokerage firms Merrill Lynch and Wells Fargo. These experiences helped Jack develop a passion for the day-to-day life of a financial planner, and taught him the importance of professionalism and trust in the client-planner relationship.

Outside of the office, Jack has developed a passion for running which has allowed him to increase his daily chocolate consumption. After being challenged by Lauren Stansell during his interview process with Yeske Buie, Jack recently ran his first half-marathon in 1:47:08. He plans to run the Golden Gate Half-Marathon in November and hopes to see you out there. Jack also is an avid sports fan and follows multiple sports including baseball, football, soccer, golf, and hockey.

Client Focus: Jack is excited to meet YOU! He has developed a passion for financial planning through actively listening to Clients’ unique personal financial story, and he is excited to learn about your family, your passions, and your Live Big® goals.

Current Update: Jack is currently enjoying the shelter-in-place mandate from his home in the Chicago Suburbs. Although Jack misses being able to see his coworkers’ and Clients’ faces every day in the office, he is currently trying to make the most out of the situation by enjoying fresh home cooked meals. Spring seems to be on its way in Illinois, which makes Jack happy that he was able to avoid any serious winter weather.

Additionally, Jack feels like a part of him has disappeared with no sports on TV, although the lack of sports has allowed him to even further focus on his CFP studies. Jack is eagerly anticipating the Chicago Bulls ESPN documentary set to come out mid-April because, like any Chicago native, he believes that Michael Jordan is the greatest basketball player of all time (not LeBron.)