Jack R. Lawrence, CFP®
Financial Planner
703-246-8134
Jack is a financial planner specializing in the development of comprehensive, goal-oriented financial strategies. A graduate of James Madison University with a BS in Administrative Business Economics, Jack earned his CERTIFIED FINANCIAL PLANNER™ designation in December 2025.
Since joining the firm in 2021, Jack has served as a senior client service associate and primary equity trader, giving him a unique perspective on the intersection of investment operations and holistic planning. Based in Arlington, VA, he enjoys spending time with family and friends, playing golf, and rooting for the Minnesota Vikings and Washington’s home teams.
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