Jack Stein is a Wealth Management Intern at Waggoner, where he supports the firm's wealth management and financial planning services by assisting advisors with client meeting preparation and maintaining meaningful client communication on behalf of the team.
Jack is a student at Michigan State University pursuing a degree in Finance with a minor in Financial Planning & Wealth Management. He holds the Securities Industry Essentials (SIE) license and plans to pursue his CFP® certification following graduation.
Outside the office, Jack enjoys the outdoors, staying active, and spending time with friends and family.
