Chief Strategy Officer
Jack is a member of The Trust Company of Tennessee’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’s degree in business administration and a Master of Accountancy with a concentration in taxation from The University of Tennessee. He is a CERTIFIED FINANCIAL PLANNER® and Certified Public Accountant (CPA).
He serves as Treasurer of Street Hope TN, Vice President for Knoxville Estate Planning Council, Board Member for Vine International and is active with Fellowship Church. He formerly served the Knoxville Fellows program as Chairman, Treasurer of Nucleus Knoxville and was a University of Tennessee Chancellor’s Associate. Jack was a member of Knoxville News Sentinel’s 40 Under 40 Class of 2016 Leadership Knoxville’s Class of 2019.