Financial Services Coordinator & Paraplanner
2501 Parmenter Street, Suite 100A
Middleton, WI. 53562-2673
Toll Free: 877-640-6894
Since 2007, Jack has specialized in conducting trades and transfers, managing accounts, adhering to compliance regulations, and providing technology support.
Recognizing the importance of financial literacy and the difference financial professionals can make, Jack appreciates working with a knowledgeable and passionate team. He, in turn, uses his professionalism and expertise to gain an understanding of clients’ financial situations and communicate and execute creative solutions to address their concerns.
While pursuing bachelor’s degrees in economics and business administration, he was a member of Omicron Delta Epsilon, an international honor society in the field of economics.
Jack serves as a Masters Swim Coach and Lifeguard and participates himself In other masters programs In the area. In his spare time, Jack enjoys getting together with family and friends; working out; playing board games; sampling craft beers; cooking; listening to music; developing technology skills and watching a variety of sporting events and movies.
Professional Designations & Associations
- Accredited Portfolio Management Advisor
- FINRA Series 7 Licensed
- FINRA Series 66 Licensed
- Life and Health Insurance Licensed
- Member of the National Notary Association
- Lifeguard, First Aid, CPR and AED Certified with the American Red Cross