Jack joined HB Wealth in June 2025 and serves as an Advisory Associate. He works on the financial planning team, assisting advisors with creating and implementing tailored financial recommendations for clients.
Before joining HB Wealth, Jack worked as a Trust Securities Specialist at Pacific Premier Trust, a Self-Directed IRA custodian in Denver, CO. He assisted clients in onboarding new alternative investments into their IRAs.
Jack earned his Bachelor’s degree in Finance with a minor in Business from Sewanee: The University of the South.
Jack currently lives in Atlanta, GA, and enjoys spending time with friends, golfing, and staying active.