Helping People Make Smart Choices About Their Money

CONNECT

Address:

575 Union Blvd Ste 201
Lakewood, CO 80228

Phone:

(303) 893-8700 Toll Free (866) 674-6296

Fax/Other:

720-946-0226

Jack Anderson

Jack Anderson

Certified Estate Planner (CEP)

Jack Anderson, CEP

Associate of the Normandy Group, Certified Estate Planner, Independent Financial and Retirement Planner

State(s) Licensed In: CO

THE NORMANDY GROUP
575 Union St., SUITE 201
Lakewood, CO 80228

 

PROFESSIONAL ACCREDITATION:
B.A. Degree - Economics Iona College New Rochelle, NY
Retirement Planning Certificate The Institute for Retirement Planning The National Endowment for Financial Education
Certified Estate Planner
Life and Health Insurance Licenses - State of Colorado

PROFESSIONAL EXPERIENCE:
24 years Financial Services experience including the last 17 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

CONTRIBUTORY AUTHOR TO BOOKS WRITTEN FOR THE PUBLIC:

"Strictly Business" published June 2001 through Quantum Press.

PERSONAL:
Married to Becky, daughter Bridget, grandson Derek, and granddaughters, Brooke, Emma, and Rylie.

PREVIOUS POSITIONS HELD:
Account Manager, The Copeland Companies 1992 - 1999. Retirement Planning Specialist, Plan Administrator for tax shelter retirement plans.
Responsible for education and enrollment of employees of non-profit organizations in tax deferred retirement plans. Provided educational seminars and individual counseling which incorporated investment advice, college savings counseling, income tax, long-term care, insurance and retirement plan counseling.

AWARDS WITH PREVIOUS EMPLOYERS:
1999 - Qualified for Leaders Conference.
1998 - Qualified for Development Conference.
1997 - Qualified for Leaders Conference. Pacesetters Club No. 1 ranking nationally. Financial Planning for Retirement Award. Account Executive of the Year Award.
1996 - Qualified for Development Conference. No. 1 Account Executive Healthcare Market. No. 2 ranking nationally Managed Assets.
1995 - Pacesetters Clubs, Top 5 Account Executive, No. 2 ranking nationally. No. 3 ranking Managed Assets. Qualified for Leaders Conference (top 300).

UNIQUE ABILITY:
Listening, understanding and finding solutions for financial needs.

PRACTICE CONCENTRATION:
Retirement planning, wealth strategies planning, portfolio management, and financial planning.

Phone 303-893-8700 Ext 4
Fax 720-946-0226
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck