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. His competitive nature is well placed, as he strives to excel at every aspect of private wealth management.
Education
- Bachelor’s Degree, Economics – Lewis & Clark College (Dean’s List)
- Master of Business Administration University of Montevallo
- NCAA Academic All-District (Men’s Basketball)
Personal Life
A former college athlete, he enjoys playing basketball and other sports recreationally and watching sports with his family and friends. On the weekends, he likes to golf and practice his cooking skills on the grill.