Jack O Sheets
Wealth Management Advisor|CLU®
972-692-7251 972-692-7251
Personal
Jack Sheets made his way south from Washington D.C. to study Public Administration at the University of North Texas after proudly serving his country in The United States Marine Corps. He currently resides in Lucas, Texas with his wife Donna and two daughters, Natalie and Madelyn.
Jack joined the Northwestern Mutual family in 2001 with a strong conviction to help the families and businesses of the Dallas/ Fort Worth Metroplex prepare for life’s uncertainties. Since that time, he has developed lasting relationships with his clients and established his practice as a respected part of the community.
It is the loving support of his family that allows Jack to accomplish great success. His wife Donna enjoys working with non-profits such as the Allen Special Olympics Delegation. She also enjoys exploring the culinary arts as well as working out and spending time with their family. Their daughters, Natalie and Madelyn keep her busy with their various activities to include work, sports, cheerleading, volunteer hours, and the all important social life. As a family, they like traveling together and exploring new places regularly.
When not in the office or spending time with his family, Jack is most likely found hunting waterfowl, training his Labrador Retrievers Tag, Cass, and Trip, or running the Labs in AKC Field Trials. He also appreciates golf and enjoys playing when opportunity affords.
Professional
After graduating from the University of North Texas, Jack began his career as a financial advisor with Northwestern Mutual in 2001. His business is located in Dallas, Texas.
Through the years, Jack has been committed to expanding his knowledge and expertise in the estate, financial, and investment planning processes. He has earned the following professional designation.
Designations
- CLU®
- Jack O Sheets received his CLU® in September 2009 from The American College in Bryn Mawr, PA.
AWARDS AND RECOGNITIONS
- National Sales Achievement Award (NSAA)
- Jack Sheets received the National Sales Achievement Award (NSAA) from NAIFA in 2004-2007.
- The National Sales Achievement Award recognizes NAIFA members for sales of life and annuity policies. The NSAA criteria measures sales success. In fact, the NSAA can be thought of as a top producers club within NAIFA.
ASSOCIATIONS AND MEMBERSHIPS
- Advanced Association of Life Underwriters (AALU)
- Ducks Unlimited
- Jack is a member of Ducks Unlimited, the world's leader in wetlands and waterfowl conservation. DU got started in 1937 during the Dust Bowl when North America's drought-plagued waterfowl populations had plunged to unprecedented lows. Determined not to sit idly by as the continent's waterfowl dwindled beyond recovery, a small group of sportsmen joined together to form an organization that became known as Ducks Unlimited. The organization has conserved more than 13 million acres since 1937.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Advisory Services
Business Planning
Long-Term Care Planning
Disability Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
