Portfolio Advisor

Jackson Sheputis​, CFP®

Jackson specializes in client service processes. A few of his key responsibilities include preparation of financial plans, portfolio administration, investment research and analysis, and planning of client service needs for quarterly reviews. Jackson graduated with a bachelor’s in finance from Valparaiso University and has passed the Series 65 securities exam.

In his spare time, Jackson enjoys golfing and practicing his tennis skills, exploring new places and watching White Sox baseball.

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