As a Financial Advisor, I am dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals, and risk tolerance.  My mission is to provide every client with targeted, customized financial advice – delivered with a high level of personal service and professional integrity.

Making sure your wealth continues to work in support of the goals you have established takes careful planning.  Such planning is not a single event – it is a process.  As our life circumstances change, so must the investment strategies I use to say on course toward meeting your objectives.  That is why I work with you, one on one, to design investment strategies targeted to your specific needs and goals.  Although I do not provide tax advice, I will help you stay current with tax law changes and estate plan issues to help preserve your wealth – now and for generations to come. 

I have been named as a Premier Advisor for 2022, a distinction held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network* and recognized as a Forbes Top Next-Gen Wealth Advisor** for 2022 & 2024.  Additionally, I have been named a Forbes Best-In-State Advisor for 2023***.

I graduated from the University of Miami with a degree in Economics and Finance.

In addition to helping my clients, I am committed to helping my community.  I am currently a member of the L&L Foundation which is a charitable organization dedicated to giving to multiple organizations. 

My wife, Audrey, and I and our three girls Madelyn, Parker, and Hadley in Loma Linda.  I enjoy all sports, especially baseball, and I am a big Chicago Cubs fan.  While not in the office I love spending time with my family and playing with my girls. 

 

* The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

** 2024 Forbes Top Next-Gen Wealth Advisors: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). 2022 Forbes Top Next-Gen Wealth Advisors: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

*** 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com).The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Jack is co-founder of Shoreline Investment Strategies, an independent financial services practice connected with Conservant Financial, affiliated with the Wells Fargo Advisors Financial Network. 

Jack is a native of Miami, Oklahoma, a member of the Cherokee Nation and has a degree in Communications from the University of Tulsa. 

His career began at the Tulsa Tribune newspaper as a financial investigative reporter.  Jack relocated to Washington D.C. in 1979, where he served as staff analyst on the United States Senate Banking Committee and the Space, Science and Technology Subcommittee of the Senate Commerce Committee. 

In 1981, Jack joined the Reagan Administration as a Schedule C appointee of the President and served as an official of the $20 billion United States Synthetic Fuels Corporation. 

California Governor, George Deukmejian called upon Jack a few years later to serve as Deputy Secretary for Program and Budget for the California Health and Welfare Agency.  There he managed a $17 billion budget and oversaw the budget of health, employment, emergency services and six other state departments. 

After starting a family, Jack moved to Kansas City to work at the Midwest Research Institute, a think-tank committed to research.  While there, he conducted economic research on the nature of NASA spending on technology and the downstream impacts on the greater economy.  In preparing this study, Jack visited every NASA facility in the US, interviewed top scientists and engineers, and presented his findings directly to the administrator.

In 2007, Jack began his retail financial advisory career at A.G. Edwards.  In 2009, A.G. Edwards was acquired by Wells Fargo Advisors.  Jack has been named a Platinum Council advisor* in 2011, 2013, 2014, 2016, 2017, 2019, and 2020. 

Jack and his wife Terrie live on the lake in Grove, OK where they host various combinations of six grown children, their spouses and 12 grandchildren.  Jack served as President of the Grove Rotary Club in 2018-2019.

* The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

Heather has over 14 years of experience in the Insurance industry and 20 years in Client Service.  She joined our team in 2020 as a Client Associate.  Heather is very detail oriented, providing a high level of professional support.  She is passionate about making sure her clients are happy from an operational perspective.  Outside of work, she enjoys spending time with her husband, Scott, and two daughters, Alisha and Alyson, and helping run the family cattle ranch in Zena.

For Marsha Tackkett, this life is all about commitment.  She’s been dedicated to providing friendly and decisive service to everyone she’s encountered throughout her 45+ year career in financial services.  In her role as Client Associate, she’s the friendly face that helps clients with their operational needs while streamlining operations for Financial Advisors. 

Marsha draws on her client service background at Grand Savings Bank to help facilitate for both clients and Advisors at Shoreline Investment Strategies.  Originally from Kansas, she moved to Grand Lake in Grove over 25 years ago to enjoy lake life and has been committed to the community sever since.  She is an active supporter and a former board member of the Grove, OK Friends of the Library.

Marsha and her husband, Frank, have been committed to each other for over 50 years.  Outside of the office, you’ll find her at vintage fairs, as well as flea and farmer’s markets.  At home, she’s known to travel the world from her rocker through the pages of a good book.  When you see her, ask her about her love of line dancing or the last time she took an overnight adventure.