As a Senior Planning Analyst at MWA, Jack leverages his financial expertise to empower our clients. Jack’s core responsibilities include maintaining and updating financial plans in preparation for client meetings, crafting comprehensive meeting materials to ensure clear and productive client interactions, collaborating with our investment committee on strategic investment selection, and addressing any ad hoc client requests as they arise.
Jack earned his bachelor’s degree in Accounting from the University of Maryland. He holds the prestigious Certified Financial Planner (CFP®) designation, demonstrating his commitment to upholding the highest standards in financial planning.
Education and Certifications Bachelor’s degree in Accounting from the University of Maryland
Series 7 securities registered
Series 66 securities registered
Life and Health insurance licensed
CERTIFIED FINANCIAL PLANNER™ Professional
On a personal note:
Outside of the office, Jack is a Baltimore resident enjoying life with his fiance, Alayna. You might find him on the soccer field, spending quality time with loved ones, or cheering on the Ravens at M&T Bank Stadium on weekends in the fall.
Jack earned his bachelor’s degree in Accounting from the University of Maryland. He holds the prestigious Certified Financial Planner (CFP®) designation, demonstrating his commitment to upholding the highest standards in financial planning.
Education and Certifications Bachelor’s degree in Accounting from the University of Maryland
Series 7 securities registered
Series 66 securities registered
Life and Health insurance licensed
CERTIFIED FINANCIAL PLANNER™ Professional
On a personal note:
Outside of the office, Jack is a Baltimore resident enjoying life with his fiance, Alayna. You might find him on the soccer field, spending quality time with loved ones, or cheering on the Ravens at M&T Bank Stadium on weekends in the fall.
