Jack is a member of The Trust Company’s executive team and coordinates the planning and implementation of strategic initiatives across the company. He is focused on improving client experience and working with team leaders to meet and exceed client expectations.
Jack works with business owners and families to design their ideal financial future. He helps his clients navigate an assortment of options and priorities to develop financial plans that address their concerns and provide security and peace of mind. Jack helps clients align their estate plans with their legacy goals and create business transition plans that empower owners to leave their businesses confidently.
Since 2004, Jack has advised clients in the areas of tax and financial planning. He joined The Trust Company of Tennessee in 2012 and extended his offerings to investment management, trust administration, and business transitions.
Jack earned a Bachelor of Science degree in business administration and a master’s degree in accounting with a concentration in taxation from the University of Tennessee. He is a Certified Financial Planner (CFP®) and Certified Public Accountant (CPA).
He serves as treasurer of Street Hope TN, a board member for the Knoxville Estate Planning Council and as a UT Chancellor’s Associate. He formerly served the Knoxville Fellows program as chairman and Nucleus Knoxville as treasurer. Jack earned recognition in Knox.biz’s 40 Under 40 class in 2016 and was a member of Leadership Knoxville’s Class of 2019.