Jack has been a financial planning professional for over 39 years. He helps clients select investment plans, insurance risk plans, and develop financial plans with appropriate solutions that fit client needs and risk tolerances. Making informed decisions with all the available choices to pursue their financial goals is his primary purpose.
Jack prepared for his career and lifelong passion by receiving a BS degree in finance from the University of Illinois. He obtained his MBA with a concentration in managerial accounting from Southern Illinois University in Carbondale, Illinois. He is Series 7, 63, 66 and life insurance licensed.
Jack believes in giving back to his community. He is a past Chairman of the Morristown Hamblen Hospital Foundation, Board Member of the Thompson Cancer Survival Center of Knoxville, Board Member and past Chairman of Lakeway Center for the Handicapped, member of Kiwanis Club of Morristown, and past Chairman of the Parish Council of Saint Patrick Catholic Church.
Jack is married to Lin and they have three adult children, four grandsons, and one granddaughter. He has two daughters who are both married. Erin is a graduate of the University of Tennessee and is employed by Denso Manufacturing. Beth is a graduate of ETSU and Frontier College of Nursing and is a Family Nurse Practitioner. He also has a son, David, who is a graduate of the University of Tennessee and is employed by Caterpillar Financial. Jack enjoys spending time with his family and helping others through his work and contributions to his community.