Jack works closely with multiple generations of families as not simply an advisor, but as an advocate and trusted member of their team.

Prior to joining Heritage, Jack worked in Washington, D.C., where he specialized in retirement planning and wealth management.

Jack earned a B.S. from Virginia Tech in Applied Economic Management with a concentration in Financial Planning. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and an Enrolled Agent (EA).

He is currently the Chairman of Greater Richmond’s Fit4Kids Young Professionals Board after more than four years of fundraising for the organization.

Jack and his wife stay active through pickleball, as well as hiking/trail running with their American Foxhound mix.