Jack Sheffar

Advisor

Jack Sheffar is one of our talented financial advisors at SPM Financial and specializes in helping his clients succeed in achieving their financial goals. Jack has been in the industry since 2019 and is always on top of the latest financial trends which he uses to provide his clients with accurate and up to date information. 

Jack’s main goal is to help his clients understand their financial status and show them how to get to where they want to be. He knows that finances can be stressful and overwhelming, but they don’t have to be with his professional experience and easy to understand advice.

Outside of the office Jack enjoys running and spending time with family and friends.

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.