Jackson grew up in southern Wisconsin, where his parents instilled in him values of integrity, curiosity, and hard work. These qualities continue to shape how he approaches both life and his career.

Jackson is completing his degree in Finance with an emphasis in Financial Planning from UW–Whitewater and will graduate in May. He joined FORM as an intern in 2025, gaining hands-on experience with client service and financial planning. He currently holds the SIE and is actively pursuing his Series 65 and Life & Health licenses, with the long-term goal of becoming a CERTIFIED FINANCIAL PLANNER™. Jackson is passionate about helping families pursue meaningful financial outcomes and looks forward to building lasting relationships with the clients he serves.

When he is not in the office or in class, you will likely find Jackson cheering on the Badgers or the Brewers, enjoying Wisconsin sports, or training for triathlons, which is his favorite way to stay active