Jack Costello

Jack Costello is a Financial Advisor Associate who believes that meaningful financial planning begins with understanding people. He earned a Bachelor of Science in Economics from Baylor University, where he was also a member of the Baylor Honors College and completed a minor in Philosophy. His academic background fostered a deep interest in both the analytical side of decision-making and the larger questions that shape a meaningful life. This combination of economics and philosophy continues to influence his approach to advising, helping clients connect their financial decisions to their long-term goals, values, and aspirations.

Outside of his work, Jack is an avid writer, endurance athlete, and lifelong learner who is drawn to pursuits that require discipline, perseverance, and a willingness to embrace challenges. He has completed an Ironman triathlon and ultramarathons, experiences that reinforced his belief that meaningful accomplishments are built through patience, preparation, and consistent effort over time. A published writer with interests spanning literature, philosophy, and personal adventure, he brings curiosity, energy, and perspective to every client relationship. Jack is committed to building relationships that last and helping clients use their financial resources as a tool to pursue what matters most to them.