Jack is responsible for pursuing and securing new business opportunities within existing and new market segments through the cultivation of relationships with prospects and centers of influence. He is also a member of PEI’s defined contribution plan participant education group, with particular expertise in providing employees with the knowledge needed to successfully implement their 401(k) plans.
Prior to joining PEI, Jack was an Implementation Analyst at Empower Retirement and worked in the retirement benefits group of AXA-Equitable where he supported hundreds of advisors with the development of their employee education presentations and training collateral. During his tenure, the group grew from approximately one billion in assets to over 15 billion.
Jack has had multiple roles in the financial industry for over 20 years, including presenting to large groups such as the National Education Association. He has offered expert advice to employers and employees in retirement planning, specializing in 401(a), 401(k), 403(b), IRAs and 457(b) plans.
Jack is a graduate of the University of Louisville, KY earning a BA in Economics.