Client Operations Specialist Jack Perulfi
BIO
Jack is here to help clients feel supported and informed at every stage of their retirement journey. Since joining the firm, he’s focused on what he does best: building genuine relationships and
celebrating progress when a client’s hard work pays off.
Jack earned his degree in finance from Missouri State University, and he’s currently pursuing his Master of Business Administration. Growing up with two doctors as parents, Jack learned early what it means to help people, and he chose to serve others while making his own mark in the world of finance.
Jack lives in Edwardsville and comes from a close–knit family. He credits his parents and younger brother as constant sources of inspiration. Outside the office, Jack stays active by running, biking and hitting the gym. He also enjoys golfing and fishing with friends.
fun facts
THING 1
Q: What’s your idea of a good time?
A: Lacing up and logging miles. I’m currently training for a half-marathon!
THING 2
Q: Do you have any pets?
A: That would be Louie, my Aussiedoodle. He keeps me company and makes life interesting.
THING 3
Q: What’s a past job you’ve had?
A: I was a lifeguard. Watching out for others taught me to stay alert and keep calm.