Jack is a Relationship Manager with Heritage Wealth Advisors. As a Relationship Manager, Jack services existing and new client relationships in the areas of tax preparation, financial planning and estate planning. Prior to joining Heritage, Jack worked at an RIA firm in Washington, DC helping clients prepare for retirement through comprehensive financial planning.

Jack is a CERTIFIED FINANCIAL PLANNER™, CFP® and earned a Bachelor of Science degree from Virginia Tech in Applied Economic Management with a concentration in Financial Planning.