"I strive to develop long-term client relationships by providing quality client service."
Jack is a Certified Financial Planner® and Registered Representative with Osaic Wealth. He holds FINRA Series 7 and Series 66 registrations and is licensed in Health and Life Insurance in the State of Maryland.
He earned a Bachelor of Science degree in Finance from the Robert H. Smith School of Business at the University of Maryland, College Park. Committed to professional excellence, he is a member of the CFP® Board and the Financial Planning Association of Maryland.
In addition to serving clients, he is actively involved in his community and profession through his work with Best Buddies Maryland, the StoneBridge Advisors Investment Committee, and the StoneBridge Advisors Charity Committee.
A Maryland native, he resides in Baltimore City and enjoys building lasting relationships both professionally and personally. Outside of the office, he can often be found on the golf course, exploring local hiking trails, experimenting in the kitchen, or cheering on the New England Patriots.