Jack Van Dyke

Jack Van Dyke is a Wealth Advisor and Planning Lead based in Madison, Wisconsin. He works directly with individuals and families to develop and implement comprehensive financial strategies while also leading the planning team that supports the firm’s advisory work. As Planning Lead, Jack helps shape how financial plans are built, reviewed, and delivered, while mentoring specialists and maintaining the planning standards that guide the client experience.

Jack’s approach combines technical expertise with practical advice, helping clients navigate important financial decisions with clarity and confidence. He specializes in integrating tax planning, retirement planning, investment management, and cash flow strategy into a cohesive financial plan. Rather than viewing these areas independently, Jack believes effective planning comes from understanding how each decision impacts the broader financial picture.

Jack began his career with the firm as an intern in 2023 before returning full-time in 2025 as a Planning Specialist. In that role, he contributed to advanced planning strategies and tax-focused financial analysis before transitioning into his current position as a Wealth Advisor and Planning Lead. Jack earned a Bachelor of Business Administration in Finance, Investment, and Banking from the University of Wisconsin-Madison’s School of Business and holds the Chartered Retirement Planning Counselor™ (CRPC®) designation. He is also a University of Wisconsin letterwinner and member of the National W Club. Outside of work, Jack enjoys spending time outdoors throughout the year, whether biking, fishing, camping, or exploring Wisconsin with his wife, Isabelle, and their Black Lab, Murphy.