With a background in economics and a passion for financial markets, Jack is developing expertise in investment strategies, portfolio analysis, and client relationship management.
Having passed his Series 7 certification, he is now working toward earning his Series 66 as he builds a strong foundation in wealth management and financial advising.
Jack holds a Bachelor of Science in Economics with a minor in Philosophy from Baylor University, where he was a member of the Baylor Honors College. His academic background shaped his analytical mindset and critical thinking skills, allowing him to approach financial planning with both strategic insight and a client-first perspective.
Outside of work, Jack is an endurance athlete who competes in ultra-distance races and Ironman events. He also enjoys reading, traveling, and spending time with his German Shepherd, Rumo.
