Jack Ward

Paraplanner

About Jack

Jack was born and raised in St. Louis and moved to Columbia to pursue his education at the University of Missouri, studying personal financial planning. After graduating and becoming acquainted with the city, he decided to stay to pursue his career. As a member of the paraplanning team, Jack supports the advisors by conducting research, preparing reports, and assisting with client data analysis. His passion lies in helping people reach their goals and achieve financial freedom.

When he’s not in the office, Jack enjoys spending time with his friends and family, going to the gym, and enjoying the outdoors. He also loves to travel and is looking forward to taking many trips around the world.

Request an Appointment

Begin your journey towards financial clarity and confidence by scheduling an appointment with our dedicated advisors today. Let us guide you through personalized strategies that align with your goals and pave the way for a prosperous future.

Contact Us - Missouri
Checkboxes
Which of our wealth planning assessments are you interested in?
How did you hear about us?