About
Jack divides his time between creating solutions for clients as well as assisting with the curation of the Firm’s investment portfolios. The combination of roles provides context and depth of knowledge to help clients meet their goals via customized asset allocations. Jack lives in the Cleveland area and enjoys golf, running, and cooking in his free time.
Professional Designations
Certified Public Accountant (CPA)
Education
The Ohio State University
Bachelor of Science in Business Administration, Specializations in Accounting + Finance

Dave Lightner
Founder, FSM Wealth

T.J. Gliha
President & CEO

Lauren MacLaren
Senior Vice President, Family Wealth

Pete Franz
Chief Investment Officer

Anthony Gargano
Senior Vice President, Operations

David Olson
Senior Vice President, Wealth Management

Adam Bruderly
Senior Vice President, Head of Learning & Development

Michael Baker
Vice President, Wealth Management

Dan Romic
Director, Wealth Management

Bryan Costin
Vice President, Wealth Management

Amy White
Vice President, Client Service

Jim Myers
Director, Wealth Management

Amber Moran
Manager, Client Accounting

Nick Paterniti
Manager, Wealth Management

Jill Warfel
Manager, Client Service

Karen Ksiezyk
Senior Associate, Client Accounting

Barb Spehar
Senior Associate, Client Service

Charlie Hruby
Associate, Wealth Management

Jacqueline Hollan
Associate, Client Service

Mitchell Knotek
Associate, Wealth Management