Two decades in the industry taught us that advisors deserve an approach built around their needs.
We're not here to make a deal. We're here to find your right match - and stay with you through every step of the journey.
Decades of advisor experience. Hundreds of transitions. One shared mission: helping advisors make confident, long-lasting decisions.
20+ years at the intersection of advisor recruiting, practice growth, and firm strategy - from leadership roles at Fortune 40 firms, leading an independent general agency, to VP of Business Development at Kestra Financial, where he spent a decade recruiting successful advisors and teams across 13 states.
Analytics, recruiting, and transition-execution specialist. Jack focuses on making the match work: building the infrastructure, processes, and clarity needed to turn signed contracts into thriving long-term partnerships.
With hands-on experience at a leading independent Broker-Dealer, he has supported transition planning, economic modeling, advisor onboarding, and platform operations.
A University of Arkansas graduate with a degree in Information Systems concentrated in Business Analytics and a minor in Blockchain Enterprise Systems, Jack prides himself on staying at the forefront of technological innovation, especially AI. He understands how modern tools can streamline operations, sharpen decision-making, and ultimately become instrumental to the success of an advisory practice.
With 18 years experience in financial services as a registered representative, RIA professional, and business development consultant, I bring a perspective that supports meaningful, practical conversations with advisors considering a move.
My role is simple: help you clarify what matters most, then identify the models that truly align with those priorities. In my experience, advisors who are happiest two years after a transition focus just as much on platform fit, culture, and client experience as they do on transition economics.
After 20+ years watching advisors make career moves based on incomplete information and biased advice, we built Continuum Search Group to change the process. Too many talented advisors were choosing firms because of a transition check rather than a clear understanding of what would support them long-term. Our mission is simple: give advisors objective guidance so they feel confident in their decisions 5, 10, and 20 years down the road.
Let's have a confidential conversation about your practice, your goals, and what you really need in your next firm relationship.