Jack

 

Felix

, 

With a holistic approach to financial planning, Jack empowers his clients to navigate their financial journeys with confidence. By understanding their unique goals, risk tolerance, and aspirations, he crafts personalized strategies designed to achieve long-term prosperity. Through ongoing guidance and support, Jack ensures his clients are well-equipped to weather life's uncertainties and seize opportunities for growth.

Jack, born and raised on Hilton Head South Carolina, graduated from Clemson University, and earned his MBA from Queens University of Charlotte. He holds FINRA series 7 and 66, as well as Life insurance license.

Before transitioning into finance, Jack spent four years as a professional triathlete, developing skills in discipline and strategic planning that he now applies to his advisory work. Jack raced internationally representing team USA at events including the FISU world games and Superleague Triathlon Series.

Beyond his professional accomplishments Jack is an avid outdoorsman and frequently indulges in his passion for offshore fishing.