Mack has been serving in the Financial Planning industry since the day he graduated from Western Kentucky University in 2016. Before joining Millennial Wealth Management, he has gained tremendous experience working for a boutique Investment Advisory firm serving retirement plans with over $10+ Million in assets as well as working for a highly-regarded firm that managed over $500 Million in assets.

When it comes to Financial Planning, Mack has adopted the philosophy that Millennials are seeking Financial Independence rather than the traditional path to retirement. Mack also believes that people achieve true happiness when they live life how THEY want to live it. With that in mind, Mack’s ideal clients have the desire to take the less-traveled route to Financial Independence and possess a coachable attitude to achieve it.

Employment

  • Millennial Wealth Management
    Certified Financial Planner
    started Jan 2020

Represents

  • Certified Financial Planner (CFP®) at Millennial Wealth Management