Meet Jack Whittaker

Jack Whittaker is a highly accomplished financial expert with over 37 years of experience in helping individuals achieve financial independence. A former E-6 Staff Sergeant (Promotable) in the US Army, Jack’s disciplined approach and leadership skills were honed during his eight years of service, including multiple tours in South Korea. He later spent 21 years at a Fortune 500 company, where he was recognized for his exceptional sales performance and long tenure on the Chairman’s advisory board. Jack founded Carolina Benefits Group to provide comprehensive financial services, including retirement planning, income strategies, and insurance solutions. His dedication to clients and deep expertise continue to drive the firm's success, supported by his extensive background and commitment to excellence.

A proud member of the Presbyterian Church for over 35 years and the Veterans of Foreign Wars (VFW), Jack profoundly values community and service. With over 45 years of marriage, his family and their happiness are his highest priorities. His son, JD Whittaker, joined the company right out of college and has contributed significantly to the success of Carolina Benefits Group, carrying forward the legacy of dedication and excellence.