Jack Vukelic is a Planning and Investments Assistant at HSI Wealth Strategies, where he supports planning and investment strategies for pilots and high-net-worth individuals. He plays a key role in helping the team deliver thoughtful, well-executed financial guidance with consistency and care.
He is particularly interested in tax-efficient planning and is motivated to help clients feel less overwhelmed by financial complexity. Jack believes that strong planning should provide peace of mind and give clients the flexibility to be as involved or as hands-off as they prefer. Even early in his career, he demonstrates a servant-leadership mindset and a strong interest in the technical aspects of financial planning.
Jack attended Michigan State University and holds the SIE, Series 7, and Series 63 licenses. He is currently pursuing the CFP designation as he continues to build his career in financial services and deepen his expertise in planning and investments.
Outside of work, Jack enjoys golf, skiing, sports, and following the markets.