Shoreline Investment Strategies

As a Financial Advisor, I am dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals, and risk tolerance. My mission is to provide every client with targeted, customized financial advice– delivered with a high level of personal service and professional integrity.

Making sure your wealth continues to work in support of the goals you have established takes careful planning.

Such planning is not a single event – it is a process. As your life circumstances change, so must the investment strategies I use to stay on course toward meeting your objectives. That is why I work with you, one on one, to design investment strategies targeted to your specific needs and goals. Although I do not provide tax advice, I will help you stay current with tax law changes and estate plan issues to help preserve your wealth- now and for generations to come. I have been named as a Platinum Council* Advisor for 2022, a distinction held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network and recognized as a Forbes Top Next-Gen Wealth Advisor** for 2022, 2023, and 2024. 

I graduated from the University of Miami with a degree in Economics and Finance. In addition to helping my clients, I am committed to helping my community. I am currently a member of the L&L Foundation which is a charitable organization dedicated to giving to multiple organizations.

My wife, Audrey, and I and our three girls Madelyn, Parker, and Hadley live in Loma Linda. I enjoy all sports, especially baseball and I am a big Chicago Cubs fan. While not in the office I love spending time with my family and playing with my girls.

Jack is co-founder of Shoreline Investment Strategies, an independent financial services practice connected with Conservant Financial located in Grove, Oklahoma. A native of Miami, Oklahoma jack holds a degree in Communications from the University of Tulsa. He is a citizen of the Cherokee Nation.

He worked at the Tulsa Tribune as a financial investigative reporter in his younger years and won numerous writing and reporting awards in Oklahoma as well as national awards including a Society of Professional Journalist National Award, and a Pulitzer nomination for Meritorious Public Service.

Jack relocated to Washington D.C., where he served as a staff analyst on the United States Senate Banking Committee and the Space, Science and Technology Subcommittee of the Senate Transportation Committee.

Jack continued his government service when California Governor George Deukmejian called up on him to serve as Deputy Secretary for Program and Budget Affairs for the California Health and Welfare Agency.

After starting a family, Jack moved to Kansas City to work at the Midwest Research Institute, a think-tank committed to research. While there, he conducted economic research on the nature of NASA spending on technology impacts on the greater economy. In preparing this study, Jack visited every NASA facility in the U.S., interviewed most of their top scientists and engineers, and presented his findings directly to the administrator.

Jack returned to financial journalism at the age of 40 and took over the editorship of Expansion Management magazine, a publication for manufacturing CEO’s. He also developed, founded and edited Persona Magazine, a Kansas City Business Magazine.

While in Kansas City, Jack was offered a position with Wells Fargo Advisors in Grove, OK where he has served for 10 years. 

Jack and his wife Terrie live on the lake and enjoy visits from their six children and 14 grandchildren.

Whatever the situation, Heather Beaumier is ready to answer the call. Not only is she the first voice many hear when they call Shoreline Investment Strategies, Heather brings over 25 years of customer service experience to her role as a Client Associate. She specializes in keeping the Shoreline team organized and efficient while always delivering confidence and comfort to those she serves.

Heather hallmarks her attention to detail and strong communication with a warm personality and a glass-half-full attitude. Before joining Shoreline Investment Strategies in 2020, she became a tremendous resource for all operational questions and issues throughout her decades in the insurance and accountancy industries. Clients recognize her to be a positive force who is dedicated to getting to the bottom of all their problems and concerns.

Having grown up on a Ranch outside of Denver, CO, running cattle and riding horses on over 32,000 acres, Heather takes pride in passing on “the true cowboy way” to her daughters Alisha and Alyson with her husband Scott on the family Cattle Ranch in Zena, OK. When she finds a moment to unwind, she loves socializing and spending time with friends on Grand Lake or pairing a good book with a nice red.