Jack proudly serves as a licensed advisor at Greenline Wealth Management, where he is focused on building lasting client relationships and helping individuals and businesses make confident financial decisions. In his role, he develops new client relationships, helps clients pursue their financial goals, and contributes to the continued growth of the firm. He also works closely with Greenline’s senior advisors to provide thoughtful guidance and a high level of service.
Jack’s interest in financial services began at an early age through conversations with his father about financial responsibility and the importance of long-term planning. That interest grew into a passion during his internship with Bernstein Private Wealth in Houston, Texas, where he gained valuable exposure to the wealth management industry.
Jack earned a Bachelor of Business Administration in Finance from The University of Texas at Austin in May 2025. During his time at Texas, he was also a four-year Division I student-athlete, competing in the javelin. Hook ’Em! His experience as a student-athlete shaped the discipline, consistency, and competitive drive he brings to helping clients and business owners pursue their goals.
What Jack enjoys most about his work is the opportunity to build meaningful relationships and help clients make informed, confident financial decisions. He is committed to continually expanding his knowledge and growing his practice so he can better serve the individuals, families, and businesses who place their trust in him. Jack believes the greatest value he can provide comes through three qualities: availability, affability, and ability. This means being accessible when clients need him, approachable in every interaction, and committed to delivering the level of service they deserve.
A native of South Florida, Jack currently resides in Boca Raton with his wife, Meredith. Outside of the office, he enjoys staying active through golf, basketball, pickleball, and working out. He also enjoys music, movies, spending time with family and friends, and being involved in his local church.