Biography
Jack helps young professionals and young families reach financial freedom without sacrificing their lifestyle to get there. He believes there is a large void between what most people are taught in school, and what knowledge is needed to successfully manage one’s finances. He takes great pride in helping fill that void, while building trust and long-lasting relationships.
Jack graduated with a bachelor's degree in Finance from James Madison University. As a Financial Planner and Registered Investment Advisor, he holds FINRA Series 6, 66 registrations and is registered representative with MML Investors Services, LLC.
When not serving his clients, Jack enjoys golfing, playing tennis, reading, watching the NFL, following the stock market, and going on beach vacations.
Education
James Madison University (2014-2018)
Focus Areas
- Insurance Strategies
- Retirement Income Planning
- College Funding Strategies
- Student Loan Refinancing
- Investment Strategies (Reg. Reps Only)
- Estate Planning
- Risk Management Strategies
- Retirement Strategies
Languages
- English
Commonbond - Get a preferred interest rate for student loan refinancing
CRN202107-251446
Check the background of this investment professional on FINRA's BrokerCheck