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Jack Gadberry - Senior Relationship Associate

Jack Gadberry

Senior Relationship Associate,  CFA,  CFP®

Jack serves as a Senior Relationship Associate at Orgel Wealth Management and assists our clients with investment strategy development, investment portfolio analysis, portfolio management, and comprehensive financial, estate, and insurance planning. Prior to joining Orgel Wealth Management, Jack worked for over five years in the financial services industry, including serving clients at a national advisory firm and performing investment research.

Jack earned his Bachelor of Arts degree in business administration with a concentration in finance from Concordia College in Moorhead, Minnesota. He holds the Chartered Financial Analyst® designation and the CERTIFIED FINANCIAL PLANNER™ certification.