Meet the Team
Our team is committed to offering quality products and exceptional service. Any time you have questions, we’re just a phone call away. We appreciate the opportunity to earn your business and look forward to serving you.
About Jack
Jack is a graduate of the University of Nebraska at Lincoln. He has worked in the financial services industry for the past ten years. Most recently Jack comes to us from a well known institutaion, here in Omaha, where he was a financial consultant providing in-depth retirement plans including Risk/Investment allocation, Roth conversions/Tax Efficiency and Estate Considerations. Jack has his Chartered Retirement Planning Counselor Designation (CRPC®) as well as his Certified Financial Planner Designation (CFP®).
He currently holds his Series 7,65, 63 and his Life/Health & Variable Annuities Licenses.
Outside of work, his main passions include Nebraska football and spending time with his wonderful wife, Jocelyn, their golden retriever, Teddy.
He currently holds his Series 7,65, 63 and his Life/Health & Variable Annuities Licenses.
Outside of work, his main passions include Nebraska football and spending time with his wonderful wife, Jocelyn, their golden retriever, Teddy.