Jack provides a variety of services for the branch and its clients such as product & investment research, asset allocation, client data gathering, and comprehensive retirement planning. If a working relationship is developed, he can work with you to help pursue your goals.
After graduating from Hillcrest High School, Jack went on to become a missionary to South Africa, Uganda, and South Sudanese refugee camps with Youth With A Mission (YWAM), a non-profit Christian organization. He then attended the University of The Nations in Cape Town, South Africa completing the School of Biblical Studies.
After returning home Jack worked at the Bank of Commerce for a year as a teller and loan clerk.
In August of 2019 he joined Trimp Wealth Management, a predecessor practice of Wells Fargo Advisors, and now provides personalized financial advice for individuals and families. He holds Series 7, 63, 65, and SIE (all are held through LPL Financial) as well as Insurance Licenses for Life, Health, Disability, and Variable.
Charter Financial Consultant (ChFC®):
The ChFC® program is administered by the American College, Bryn Mawr, Pennsylvania. This designation has the same core curriculum as the CFP® designation, plus two or three additional elective courses that focus on various areas of personal financial planning. In addition to successful completion of an exam on areas of financial planning, including income tax, insurance, investment and estate planning, candidates are required to have a minimum of three (3) years experience in a financial industry position.
The ChFC® is the property of The American College of Financial Services, which reserves sole rights to its use, and is used by permission.
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Away from the office
In his free time, Jack can be found working out at the Apple Athletic Club, waterskiing, tennis, hiking the Tetons, and snowboarding. He also enjoys sharing these activities with his wife Reagan. Jack also loves to travel and has visited many countries around the world.