Jack Short

Certified Financial Planner™

Education: BS, US Military Academy West Point, NY

Master Science Business, Boston University

Certified Financial Planner™, Chartered Life Underwriter™

Enrolled Agent, authorized to represent clients with the IRS

 

Jack Short grew up just outside of NYC.  After attending USMA, West Point, NY he served five years in the Army and began his career the financial services field in 1987.

In 1996 he began his partnership with the RTP Federal Credit Union and started Short Financial. Today he helps his clients define and achieve their highest goals offering his investment and financial planning expertise to cut taxes, increase income and build real wealth.

John Short

Licensed Assistant / Life Insurance Specialist

Education: BA, University of North Carolina at Chapel Hill

Financial Paraplanner Qualified Professional (FPQP)™

 

John is the newest member of Short Financial and is excited to help clients achieve their financial goals.  John has been a North Carolinian since the age of 4.  John attended the University of North Carolina at Chapel Hill, where he loved the academic climate and ACC basketball. 

He studied management and entrepreneurship.  John also has earned the certified financial paraplanner designation from the College of Financial Planning. 

Denice Short

Denice Short grew up in Walled Lake, Michigan and earned a Business Management degree from Michigan State University while also competing in Varsity Softball for the MSU Spartans.  Throughout her career, Denice went to work in sales and management. Denice has made a career in the financial services field for over 20 years, assisting clients with tax preparation and helping financial services clients since 1995. She is the proud mother of two wonderful sons, John and Patrick.  Denice enjoys golf, and playing with her dog “Rocky."