Jack brings financial planning experience working with high net worth individuals and families to his role as Financial Planning Analyst. He is a CERTIFIED FINANCIAL PLANNER™ professional with Series 63 and 7 licenses and is a member of the Dallas Chapter of the Financial Planning Association. Jack earned a finance degree with a focus in investment management from the University of Texas. Before joining the BFS Advisory team, he worked his way up to the highest service role on the Fidelity Investments customer service team.
Jack’s desire to solve problems, help others and educate clients is a natural fit for BFS Advisory’s holistic approach to the financial planning process. His role as analyst allows him to focus on the intersection of the portfolio and financial plan to build strong relationships with clients and help them achieve their goals.
When he’s out of the office, Jack enjoys traveling, playing soccer, watching sports, and spending time with friends.