Having earned his Series 7, Series 66, and Life and Health Insurance licenses, Jack serves as a Financial Advisor Associate at Alden Investment Group, where he advises clients and supports the firm’s continued growth.
In partnership with the firm’s Chief Growth Officer, Jack helps close experienced advisors by presenting Alden’s integrated advisory platform and leading advisor onboarding and platform integration. He quarterbacks complex planning and investment cases, coordinating closely with the investment team on portfolio construction and manager due diligence. He also serves as an ongoing strategic resource, helping advisors leverage financial planning and portfolio strategy to drive growth and strengthen client retention.
In his advisory practice, Jack independently prospects and develops new client relationships, leads comprehensive financial planning engagements, and works directly with the investment team to implement portfolio strategy. He delivers ongoing advisory service, conducts regular reviews, and provides steady behavioral guidance during periods of market volatility while continuing to grow and retain his personal book of business.
Jack holds a Bachelor of Science in Economics with a minor in Philosophy from Baylor University, where he was a member of the Honors College.
Outside of work, he is a freelance writer with eight published feature articles in a nationally distributed outdoor lifestyle magazine. He also competes in ultra-distance races and Ironman events and enjoys traveling and spending time with his German Shepherd, Rumo.
