Over his 30-year career in the financial services industry, Jack has developed a formula for in-depth information gathering to identify client goals, focusing on solving their most pressing issues, finding solutions for their current family and future generations, and uncovering hidden issues. A full service financial advisor focused on investment management, financial planning, risk management, and helping people prepare for future healthcare costs, he works with clients to set goals and then to implement and stay focused on the plan. Jack graduated from Campbell University with a Bachelor of Business Administration Degree in Trust Management and then served as a Senior Trust Officer for