As the leader of Hammond, Drake, Bush & Associates, Jack provides strategic direction and investment policy for the team. Over the course of his career, Jack has witnessed a number of market cycles and economic conditions. He applies his knowledge, experience and judgment in crafting investment portfolios that anticipate and respond to varied market environments. Jack relishes the opportunity to help clients solve problems and create opportunities. Jack joined Merrill in 2002. His longevity with Merrill has furnished him with the practical skills and network of contacts to help advance client aims. Jack has extensive experience in wealth management for high-net-worth individuals, family foundations and institutions.

Jack holds the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc., and holds the Certified Investment Management Analyst^® (CIMA^®) designation. Jack also holds the Chartered Alternative Investment Analyst (CAIA) designation.

Barron’s named Jack to its 2014, 2016-2022 list of Top 1,200 Financial Advisors, State-by-State (*Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually in March. Rankings based on data as of September 30 of prior year). On Wall Street named Jack to its The Top Advisors 40 Under 40 lists in 2015 and 2014 (*Source: On Wall Street “Top 40 Advisors Under 40” list, published annually Jan - Mar. Rankings based on data as of Sept 30 - Dec 31 of prior year). Financial Times named Jack to its Top Financial Advisers in 2017,2018, 2019 and 2020 (*Source: Financial Times “400 Top Financial Advisers” list, published annually Mar - April. Rankings based on data as of June 30 of prior year). Forbes named Jack to its “Best-in-State Wealth Advisors” list in 2022 (*Source: The Forbes “Best-in-State Wealth Advisors” list, published on April 7, 2022. Rankings based on data as of June 30, 2021).

Actively involved with the Shedd Aquarium, Jack served as the 2011–2013 President of the Auxiliary Board and is a currently a member of the President’s Council. He received a bachelor’s degree in finance from Fairfield University in Fairfield, Connecticut. In his free time, Jack enjoys playing golf and hockey, and spending time with his wife, Maggie, and their children, Charlotte, Jack, and George.


*Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually in March. Rankings based on data as of September 30 of prior year.

The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barron’s are
no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.


*Source: On Wall Street “Top 40 Advisors Under 40” list, published annually Jan - Mar. Rankings based on data as of Sept 30 - Dec 31 of prior year.

The ranking for the “Top 40 Advisors Under 40” list is compiled using data solicited from the advisors’ employers. Advisors considered must be under 40 years old and work at an employee brokerage firm. Individual trailing 12-month production for each advisor was the primary ranking criteria. On Wall Street is a national publication serving the wealth management industry and retail brokers working in the employee channel for wirehouses and regional broker-dealers. Rankings and recognition from On Wall Street are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. On Wall Street is a trademark of SourceMedia. All rights reserved.


*Source: Financial Times “400 Top Financial Advisers” list, published annually Mar - April. Rankings based on data as of June 30 of prior year.

The Financial Times “400 Top Financial Advisers” (FT 400) list is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. The FT 400 is based on data gathered from advisers, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each adviser’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this adviser’s future performance. Neither the brokerages nor the advisers pay a fee to the Financial Times in exchange for inclusion in the FT 400. Rankings and recognition from the Financial Times are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results,
and such rankings should not be construed as an endorsement of the adviser. All rights reserved.


*Source: The Forbes “Best-in-State Wealth Advisors” list, published on April 7, 2022. Rankings based on data as of June 30, 2021.

Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.
For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

 

Susan helps clients develop and implement custom wealth management strategies that enable clients to pursue personally meaningful financial goals. She excels in working with successful multi-generational families, owners and executives of thriving businesses, retirees, independent women and family foundations. She is responsible for developing goals-based financial strategies for families and institutions.

Over her 34 years as a Merrill Financial Advisor, Susan has extensive experience in selecting and evaluating investments for client portfolios, and designing longterm financial strategies through wide-ranging market cycles. Susan’s passions include exploring and eating interesting food, collecting mid-century furniture and modern art. She is an elected member of the Board of Education for Rondout School, Illinois District #72; serving on the policy and the buildings and grounds committees. She graduated from the Michigan State University in East Lansing, Michigan with a BS in economics. Susan lives in Libertyville, Illinois, with her husband and author, Rich Jackim, where they spend nearly all their spare time involved with their teen aged children, Skyler and Parker.

Jonelle began her financial services career with Merrill in March 2000. She offers friendly, personalized attention and solution-oriented support to the clients she serves. Often the first point of contact for clients, she acts quickly to address their questions or concerns. Jonelle's responsibilities include administrative matters, opening accounts and setting up managed accounts.

She also helps clients understand the online capabilities offered and can provide access to Bank of America banking solutions and services. In addition to helping clients, Jonelle also provides key organizational support to the team on a daily basis. A dual major, she holds bachelor's degrees in English and journalism from the University of Illinois at Urbana–Champaign. She and her husband, David, live in Buffalo Grove, Illinois, with their children, Alexander, Isabella and Julianna.