Jack joined Stephens in 2017 and currently serves as a Financial Consultant. He works with his long-time family friend and mentor, Steve Phelps. Says Jack, “Steve and I provide our clients with a multi-generational perspective. Our mission is to help them identify their goals and to guide each client through the creation and implementation of a wealth management plan that seeks to fulfill their objectives.”
Mary Grigg is Jack’s registered client associate, drawing on more than 25 years of experience seeks to deliver excellent client service.
Prior to his current position, Jack served as an Associate in the Stephens Private Client Group wealth management analyst program that develops and trains the next generation of financial consultants. Jack received two Bachelors of Science degrees in Finance and Global Supply Chain Management from the University of South Carolina.
Jack enjoys traveling, hunting, fishing, and golf, though his passion is financial planning and investment management. He spends his free time with his wife, Hannah Faye and their two dogs, Bailey & Gracie.