Jack is an advisor associate based in the firm’s Reston, VA office. He assumed this position after an internship in wealth management during the summer of 2018. As an advisor associate, Jack helps clients achieve financial goals by maintaining effective communication between clients and advisors, providing additional tools and research to advisors as a member of their team, and ensuring that clients’ goals and expectations are achieved. Previously as an intern, Jack executed daily tasks for clients and advisors such as preparing for meetings, creating financial plans, and rebalancing portfolios. As a student at Virginia Tech, Jack was involved as a member of the Financial Planning Association, participated in several financial externships, and served as a volunteer in various local organizations. Residing in Arlington, VA, Jack enjoys following Virginia Tech athletics and golfing. He strives to consistently provide clients with the tools they need to achieve all their financial goals.

Previous Experience

  • Wealth Management Intern at Bronfman Rothschild

Education & Credentials

  • BS, Virginia Polytechnic Institute and State University, Finance
  • Series 65 license
  • Certified Financial Planner

 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.