Joining the team in November 2025, Jackson earned a Bachelor’s Degree in Business Administration from Robert Morris University, with a concentration in Finance and Financial Planning, which he completed in May 2024.  Jackson brings enthusiasm and a fresh perspective that is unique to a recent graduate, and something that our team welcomes as the team works to continue adapting to an ever-changing marketplace.

Jackson appreciates strengthening client relationships through excellent client service and taking an analytical approach to building financial plans that help clients pursue their goals. He’s strives to be a lifelong learner, continually expanding his knowledge to better serve those he works with.

Outside of work, Jackson enjoys playing the drums, fishing, watching the Steelers (especially when they’re winning), and catching up with his Pap while he drives home from the office.

Licenses & Credentials:

• Series 7
• Series 66
• Pennsylvania Life, Accident, and Health Insurance

Education

Robert Morris University, BA, Business Administration