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 Junior Trading Associate for LifePro Asset Management, Jack works as a part of the portfolio research and implementation division of LifePro’s in-house RIA and delivers tactical strategies for wealth management clients.
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.