Jack Gerling, JD
Manager, Client Services
Jack Gerling is a Client Services Manager, overseeing account management and processes while supporting the advisory and financial planning teams with client relationships. Jack is an integral part of the planning and investment strategy for the clients we serve. Prior to Beacon Pointe, Jack was the Director of Operations at Midwest Financial Advisor Group (which joined Beacon Pointe in 2023). Jack received his bachelor’s degree from Michigan State University and his Juris Doctorate from Thomas M. Cooley Law School. He is a member of the State Bar of Michigan and the Oakland County Bar Association.
