Professional Approach & Experience:
Jack began his career with Equitable in 2024 in Franklin, Tennessee. He primarily focuses his practice on working with clients to create custom financial plans—which are designed holistically to meet goals and manage risk.
Academic & Professional Achievement:
· B.B.A. in Finance and B.A. in Mathematics from the University of Kentucky
· FINRA Series 66 & 7 Registrations
· Life, Health, and Variable Contracts Licenses
. CA Insurance License # 4385011
Life Outside of Business:
After completing his undergraduate degrees at the University of Kentucky in 2022, Jack worked in Kentucky before relocating to Franklin, Tennessee and joining the Equitable Team. He enjoys exploring Franklin and the Nashville area as he develops relationships and his role in the local community.