Over his 30-year career in the financial services industry, Jack has developed a formula for in-depth information gathering to identify client goals, focusing on solving their most pressing issues, finding solutions for their current family and future generations, and uncovering hidden issues.
A full service financial advisor focused on investment management, financial planning, risk management, and helping people prepare for future healthcare costs, he works with clients to set goals and then to implement and stay focused on the plan.
Jack graduated from Campbell University with a Bachelor of Business Administration Degree in Trust Management and then served as a Senior Trust Officer for ten years. He also holds a Chartered Financial Consultant (ChFC®) designation.
Having run track and cross-country in college, Jack is still active in trail running and cycling. He and his wife, Marilyn, have three adult children and four grandchildren. The couple live in Midlothian where Jack is founding elder in the Grace Bible Church.
Jack is based at our Midlothian office. 340 Browns Hill Court, Midlothian, VA 23114.