As a Relationship Manager, Jack works closely with individuals and families to help them reach their financial goals through tailored planning and trusted guidance. He’s responsible for building strong client relationships, managing accounts, and supporting business growth through both retention and new opportunities. Jack is motivated by the chance to make a meaningful impact in people’s lives, shaping financial plans that reflect their needs and future aspirations.
Monday, September 28, 2026 | 11 am – 12 pm CST
Women are often caring for aging parents, children and family, simultaneously. But, caring for the people you love shouldn’t mean putting your own financial future on hold! Sign up for our first HerPoint webinar to learn financial steps to help you balance the needs of caring for your parents, your children and yourself.
Can’t attend live? Register to receive the replay.
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