Also known as: theheathjackson
I manage a team of highly experienced senior planners, all of which have completed the requirements to utilize the CFP designation. My job is to make certain that my team has the coaching, resources, and processes needed to deliver best in class specialized advice and solutions. I lead key projects in the Wealth Management department that ensure that our operations and products remain at an exceptional level and that we help lead the financial planning industry into the future. I have been in the comprehensive financial planning specialization for the last 12 years. I am a Certified Financial Planner Professional, a Certified Wealth Specialist, and an Accredited Estate Planner (AEP) I am a Past-President of the San Antonio Financial Planning Association (FPA), the current Technology Director, and also serve as the Chairman. I have completed the series 24, 65 and 7
