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 still currently enjoying his sheltering in place at home in the Chicagoland area. Jack feels fortunate to have been able to spend the 4th of July weekend at home with family. He’s been enjoying the summertime weather with lots of grilling, baggo, and bike rides to Dairy Queen!

Jack is continuing to stay busy between helping take care of the puppy, helping his parents with various home improvement jobs, and studying for the CFP Exam. He is, however, looking forward to returning to the office (hopefully) sooner than later. Lastly, Jack is most excited for the coming return of sports!