Jack recently spent a summer interning with WealthPoint Advisors before his senior year of college and joined the team as an associate advisor following graduation.
Now, Jack works alongside the Lead Advisors to create and maintain the plans for our WealthPoint clients. Jack is very much looking forward to meeting and getting to know all the clients we work with.
Jack graduated from Taylor University with a degree in finance with a concentration in financial planning as well as a degree in sports management. Through his time at Taylor, Jack completed his CFP® coursework and is looking forward to the exam soon.
Jack is a local to the north Indy area as he grew up in Noblesville. He enjoys playing pick-up sports such as basketball and volleyball and has recently been playing a lot of pickleball. Jack also enjoys working on home projects and on the family cars with his father.
Jack may also be reached at email@example.com or 317.818.1040 at extension 130.