Jack joined HB in June 2025. He works on the financial planning team, assisting advisors with creating and implementing tailored financial recommendations for clients.
Before joining HB, Jack worked as a Trust Securities Specialist at Pacific Premier Trust, a Self-Directed IRA custodian in Denver, CO. He assisted clients in onboarding new alternative investments into their IRAs.
Jack earned his Bachelor’s degree in Finance with a minor in Business from Sewanee: The University of the South.
Jack currently lives in Atlanta, GA, and enjoys spending time with friends, golfing, and staying active.