Jack Shanley

Jack is responsible for supporting the investment team and the financial planning team in a wide variety of ways. While Jack does many different tasks for both teams, he specializes in creating and putting together client investment reports for our client reviews.

Jack was born in Norfolk Virginia and raised in Leesburg Virginia. He graduated from Virginia Tech in May of 2021 with a Bachelor’s degree in finance with a concentration in Financial Planning. Jack passed the series 7 and 66 exam in 2022. Jack has completed all the necessary academic coursework to become a CERTIFIED FINANCIAL PLANNER™ professional and will be sitting for the exam this March. In his free time Jack enjoys being active outside, watching sports, and spending time with family and friends as often as possible.