Making the Complex Simple.
Jackson is originally from Amarillo, TX but now lives in Grapevine with his wife Stephanie and son Liam. Jackson graduated from Texas A&M University with a BBA – Finance. Prior to joining the Carson Wealth team, Jackson worked for Equitable Advisors in San Antonio, TX.
Jackson adds value for his clients by striving to best understand their financial situation and to help them determine their financial goals. Once they’ve defined the target together, he helps his clients implement their Personalized Financial Plan. This helps him clarify with his clients where they are and how far they need to get toward their personal financial goals.
Jackson takes pride in knowing that his clients sleep easier when their finances are organized, and their money is working for them. Ultimately, this allows his clients to step away from the spreadsheets to spend time on their passions and to simply enjoy life on their terms, free from worry.
Jackson loves spending time with his family and friends, watching Aggie football, reading books, and being active outdoors, particularly angling and hunting.
Jackson is a non-registered associate of Cetera Advisor Networks.
Best piece of financial advice received:
Pay yourself first.
Simplicity is the ultimate sophistication. – Leonardo Da Vinci
Essentialism by Greg McKeown
What motivates you:
My faith motivates me to impact my loved ones and my community.
Something on your bucket list:
Go bowhunting for elk.
Place you would most like to visit: