Client Service Associate
“Being a good teammate starts and ends with thinking more about your team than you do about yourself. Selflessness is the goal — not thinking less of yourself but thinking of yourself less.” — Mike Matheny
As a Client Service Associate, Jack strives to deliver the highest level of service to the firm’s clients. He works alongside the Advisory Services team, assisting them in helping clients move from success to significance as they achieve their financial goals. Building relationships with clients, earning their trust, and finding solutions to meet their needs are some of Jack’s favorite aspects of his job.
Jack joined Mosaic in 2023 because he wanted to work for a firm that values its clients and team members on a personal level. He began his career in the wealth management industry after obtaining a Bachelor of Science degree in Business Administration, with majors in finance and marketing, from Samford University in Birmingham, Alabama in 2020.
Jack is originally from St. Louis and is a passionate St. Louis sports fan. In his free time, he enjoys everything sports-related, watching movies, and spending time with his loved ones. Jack and his wife, Natalie, reside in Kirkwood, MO.