Jack joined Paramount in 2018 as Paraplanner and through learning the business became an advisor in 2020. He specializes in analytical cash flow projections and retirement planning using the eMoney platform. By analyzing current and anticipated financial needs, he works with clients to create a plan to help them reach their financial goals.
Jack has been in the financial industry for 11 years and graduated from University of Wisconsin - Whitewater with a major in Finance. Jack currently has a Wisconsin Life & Health insurance license and FINRA Series 7 and 66 registrations.