With over 30 years of experience as a financial advisor, Jack specializes in assisting clients with comprehensive wealth management, including, retirement planning, estate planning and investment management. "I enjoy helping clients formulate a long-term financial plan reflecting their financial goals and risk tolerance. I then recommend a portfolio that is tailored to meet each client’s individual needs," says Jack.
Jack’s passion and dedication to his clients and the profession are reflected by his never-ending desire to learn and teach. He holds the following professional designations and certifications: CERTIFIED FINANCIAL PLANNER™, Certified Investment Management Analyst®™, Chartered Financial Consultant®™ and Certified Private Wealth Advisor®™. For several years, he served as an instructor at The University of Georgia and Oglethorpe University in the CFP® program and served on the program’s advisory board. Jack recently served as Chairman of Baird's Branch Manager Advisory Council. His business approach echoes the cornerstone of the Baird culture: "My mission is identical to Baird’s - to be the best financial partner to my clients."
He is a member of Baird's Investment Council, The Financial Planning Association, Investment Management Consultants Association and The Atlanta Estate Planning Council.
In 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020 and 2021 Jack was honored by Atlanta Magazine being named a FIVE STAR Best in Client Satisfaction Wealth Manager.
Jack was recently recognized by FORBES magazine as a Best-In-State Wealth Advisor.
While financial planning and investment management are his passion, Jack also enjoys travel, sports and carpentry. He and his wife, Audrey, have lived in Atlanta for 30 years. They have two children, Jake and Rachel.