Jack joins the LifePro Asset Management team with previous experience as a Client Service Representative at an Advisor Group firm in Westlake Village, California specializing in assets under management for all net worth clients.
During his time there, he worked closely with a small team of financial advisors to ensure their accounts were being properly established and managed. Jack was also involved in client meetings and enjoyed introductory responsibilities regarding insurance and investment product research, back office tasks such as educating clients on IRS guidelines, and assisting with account set up and maintenance.
As a Case Manager for LifePro Asset Management, Jack is available to answer any inquiries advisers and clients may have as they navigate their new investment account. His goal is to serve as a resource for both investors and advisors so they can trust us with their business for years to come.
Jack graduated from California Lutheran University with a degree in Business Administration, financial emphasis. Jack grew up in Rancho Cucamonga before moving to San Diego and enjoys photography and outdoor activities with friends in his free time.