Gradient Financial Group
Jack Leach currently serves as the Director of Meraki Private Equity at Gradient Financial Group since January 2025 and as a Director at Innovest Holding, LLC since September 2022. Previously, Jack held the position of Private Equity Associate at Sower Investment Partners from May 2023 to January 2025 and worked as a Transaction Advisory Services Analyst at Kroll between December 2022 and May 2023. Prior experience includes roles as a Senior Assurance Associate and Assurance Associate at RSM US LLP and an Internal Audit Intern at U.S. Bank. Jack Leach is pursuing an MBA with a focus in Finance and a Master of Investment Management and Financial Analysis at Creighton University's Heider College of Business, set to graduate in December 2024 and May 2024, respectively. Jack holds a Bachelor's degree in Economics from St. Olaf College, obtained in December 2020.
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Gradient Financial Group
We seek to inspire financial services professionals to build their businesses with vision for the future and to serve their clients by providing the best possible financial solutions. Our diverse portfolio of financial products and services includes insurance, investment advisory services, asset management, securities, mortgage banking, and our exclusive KonnexME platform. Relationships are the foundation of a successful business. We possess an unwavering commitment to our financial professionals and our employees and treat each individual like family. Through much of the last decade, Founders Chuck and Tami Lucius have worked tirelessly to build a financial organization that is inspired by family and guided by responsibility, innovation, and relationships. Together, they set out to form an organization for independent financial professionals that is captivating, yet not captive, and a model operation for long-term success. We hold the firm belief that an independent financial professional must also maintain a diverse business portfolio for long-term success. Through our wide array of products and services that include insurance, investment advisory services, asset management, tax preparation, securities, and mortgage banking, we help our network of affiliated financial professionals make the right choice for your family. At Gradient, we promise an environment that is a natural extension of our values and one that thrives on innovation and ideas. From our annual Gradient Gala celebration to our Gradient Gives Back Foundation, you will find that family is the core of our business. Through lasting relationships that generate positive energy and results, we achieve long-term success, and we encourage our affiliated financial professionals to also maintain an unwavering commitment to client relationships.