Jack is a difference-maker for our team. Part of his role includes transitioning, establishing new client relationships, and providing support throughout the planning process. An inquisitive learner, he is also a talented researcher, and he helps ensure our team and has the most up-to-date and relevant information as they develop clients’ plans. As someone who grew up around the business, Jack has a knack for anticipating and responding to the needs of clients, and he is constantly looking for ways to improve service and processes. He is especially passionate about helping others, and whether he’s conducting in-depth research or discussing complex issues, his skill lies in his ability to relate to clients in a way that makes them feel comfortable.
Education
- Bachelor’s Degree, Economics – Lewis & Clark College (Dean’s List)
- Master of Business Administration (in progress) – University of Montevallo
- Academic All-District
Personal Life
Jack grew up in Albuquerque, New Mexico, and returned to the city after college. A former college athlete, he enjoys playing basketball recreationally and watching sports with his family and friends. On the weekends, he likes to golf and practice his cooking skills on the grill.