About Mack
As an Associate Wealth Advisor, Mack provides critical support for wealth advisors and clients. He assists with preparation for client meetings including research, data entry and updating financial planning documents. In client meetings, Mack acts as a second set of ears and eyes to ensure no details are missed. He ensures follow-up tasks are documented and assists with other documentation and custodian form completion.
Prior to joining Focus Partners in 2023, Mack was a financial planning associate at Davis Financial Planning, a firm he joined in February 2022 upon relocating from Indiana. Mack graduated from the University of North Carolina at Wilmington with a degree in finance. He was a swimmer at UNC-W and specialized in freestyle events.
Outside of work Mack enjoys being active and can be found at the gym, playing spike ball or spending time in Wrightsville Beach training for USLA Lifesaving Sport competitions with the Wrightsville Beach Ocean Rescue squad.
As an Associate Wealth Advisor, Mack provides critical support for wealth advisors and clients. He assists with preparation for client meetings including research, data entry and updating financial planning documents. In client meetings, Mack acts as a second set of ears and eyes to ensure no details are missed. He ensures follow-up tasks are documented and assists with other documentation and custodian form completion.
Prior to joining Focus Partners in 2023, Mack was a financial planning associate at Davis Financial Planning, a firm he joined in February 2022 upon relocating from Indiana. Mack graduated from the University of North Carolina at Wilmington with a degree in finance. He was a swimmer at UNC-W and specialized in freestyle events.
Outside of work Mack enjoys being active and can be found at the gym, playing spike ball or spending time in Wrightsville Beach training for USLA Lifesaving Sport competitions with the Wrightsville Beach Ocean Rescue squad.