Jack Roberts

Financial Associate

Jack graduated from Western Kentucky University’s CFP® board registered program with a degree in Finance and a concentration in Personal Financial Planning. When he first got to Western, he was unsure of what he wanted to study. It was not until his first personal finance course that he knew exactly what he wanted to do with his life. He chose this career path because of his passion for helping others reach their financial goals. He believes that there is nothing better than bringing value to people’s lives and building strong relationships.

Outside of work Jack can be found either hanging out with friends, trying new restaurants, or working out. When he’s back home in Bowling Green he spends most of his time hanging out with his family and his boxer Rosie.

Things You Didn’t Know About Jack

  • Jack lived in Seaside, Florida for a summer while working for a beach chair company and living with his boss’s mother-in-law.
  • When Jack was in middle school, he was in the background of a Spalding photo shoot for an international magazine.
  • He grew up spending his summers at Barren River Lake partaking in every activity from slalom skiing to wake surfing.
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