As a Financial Planning Associate, Jack helps guide Centerline clients through an ever-changing financial landscape, helping to implement plans and keep goals on track. He also assists with the execution of Exit Planning Advice, helping business owners navigate the sale and transition of their company while approaching retirement.
A proud graduate of Western Kentucky University, Jack earned a Bachelor’s degree in Economics and an MBA while competing as a member of the university’s baseball team. Since entering the financial services industry in 2021, Jack has been committed to guiding clients through the complexities of their financial lives, and recently attained his CFP® certification. He takes pride in building meaningful relationships and providing personalized strategies to help clients achieve their goals.
Jack and his wife, Haley, reside in Louisville with their two dogs, Smokey and Willie. In his free time, Jack enjoys playing golf, cooking, and traveling to new destinations with his family.
*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
