FULL BIOGRAPHY
Jackson has always had a passion for business, numbers and helping others accomplish their goals and positively impact their lives. Financial services proved to be a natural fit, and he thrives when helping guide clients from point A to B. His dedication to understanding and meeting clients’ financial needs ensures they receive tailored solutions that enhance their lives and futures.
With several years of experience as an independent financial advisor in Nashville and over 15 years in leadership roles within the retail and hospitality industries, Jackson brings a wealth of expertise and a client-centered approach to his work. His approach to financial planning begins with fully understanding his clients’ needs, goals and values to provide the most effective financial solution for their unique situation.
Jackson graduated from East Tennessee State University with a degree in business administration, a concentration in management and operations, and a minor in legal studies. He holds the Series 65 securities licenses, life and health insurance licenses, and the Accredited Asset Management Specialist designation.
Jackson and his wife, Shannon, are proud parents of four children: Nash, Bennett, Lillian and Madeline. Outside the office, Jackson enjoys coaching his boys’ soccer teams, traveling and exploring new places. He loves outdoor activities such as hiking, camping and cycling, and he often works on home projects, including remodeling. The family attends The Donelson Fellowship church in Nashville and values their active involvement in the community.