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Investment Advisor Representative

Jack Anderson, CEP®

"My greatest sense of accomplishment comes from helping clients secure their future and achieve their life goals."

Background

Jack Anderson, Certified Estate Planner™, is an Associate of The Normandy Group, and an Independent Financial and Retirement Planner.

He has 26 years of experience in financial services.  That time includes the last 19 years associated with The Normandy Group.   Prior to that Jack spent 7 years as the Retirement Planning Specialist at St. Joseph Hospital, St. Mary’s Hospital, Mercy Housing, Harrison Animal Clinic, University of Denver, and Jefferson County Public Schools.

Jack’s professional credentials include a Bachelor of Arts Degree in Economics, the Certified Estate Planner™ credential and the Retirement Planning Certificate from The National Endowment for Financial Education. He also holds series 63 and 65, life and health insurance licenses in the State of Colorado.

He has acted as a contributory author on finance books including “Strictly Business” published in June 2001 through Quantum Press.

Previously, Jack had also served as a Retirement Planning Specialist, Plan Administrator, and Account Manager for The Copeland Companies, who handled tax shelter retirement plans.  In these roles, he was responsible for the education and enrollment of employees of non-profit organizations in tax-deferred retirement plans. He also provided educational seminars and individual counseling which incorporated investment advice, college savings counseling, income tax, long-term care, insurance, and retirement plan counseling.

Jack has been recognized as a leader within the financial services industry with many coveted awards over the years.

His expertise is in retirement planning, wealth strategies planning, portfolio management, and financial planning.

Jack also served in the Army from 1968 to 1970 and served in Viet Nam where he was awarded a Bronze Star and Purple Heart.

Jack is married to Becky, with a daughter Bridget and a grandson Derek and granddaughters, Brooke, Emma, and Rylie.