As a Paraplanner, Jack works closely with Blue Heron Capital’s advisors to prepare financial plans, organize client documentation, and maintain accurate client records. His attention to detail and commitment to excellence help ensure advisors have the support they need to deliver exceptional service and guidance to clients.
Jack is a Chartered Retirement Planning Counselor® (CRPC®) and Federal Retirement Consultant℠(FRC℠). He is passionate about helping individuals and families prepare for a confident financial future. He holds Colorado Life and Health Insurance licenses, as well as the Series 7 and Series 66 securities licenses.
Jack graduated from Northern Arizona University, where he earned his degree and was commissioned as an officer in the United States Air Force through the ROTC program. During his nine years of military service, he was stationed in Texas, Utah, Oklahoma, and Virginia. Throughout his military career, he developed a passion for investing, personal finance, and helping others understand the importance of planning for the future.
After transitioning from active duty, Jack pursued a career in financial planning, driven by a desire to help people navigate important financial decisions and work toward their retirement goals. Before joining Blue Heron Capital, he spent a year with Fidelity Investments, assisting 401(k) participants with retirement planning and investment decisions.
Jack and his wife, Katie, have a son, Declan. Outside the office, they enjoy hiking, staying active, and spending time together as a family. Jack is an avid Chicago Bears fan who also enjoys reading, playing volleyball, and gathering with friends and family for board games.
