A team approach
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As an Analyst, Jack is responsible for analyzing the client’s financial picture, preparing recommendations, and assisting the Wealth Advisors in developing strategies that strive to help clients in reaching their goals. He graduated Magna Cum Laude from Virginia Tech in May 2016, earning a B.S. in Business with degrees in Finance and Accounting. Prior to joining RegentAtlantic, Jack interned at a public accounting firm and small wealth management practice. At both of these firms, he had the opportunity to run analyses on how to assist the client’s in their financial situation.
Jack enjoys outdoor activities and is interested in travel. Two of his favorite memories are his visit to the Cliffs of Moher in Ireland and hiking El Camino de Santiago in Spain. He hopes to be able to do this again someday.