Focus: Insurance Strategies, Investment Strategies
With over 35 years in the financial services industry, Jack brings a wealth of experience and expertise to all aspects of the financial planning process. Jack works with a variety of clients from families and young professionals interested in building the foundations of a financial plan to clients that are entering the retirement phase, keenly focused on distribution strategies and legacy planning.
In an effort to provide optimal and highly customized solutions for each individual, Jack takes a team-based, holistic approach. When facilitating the construction of comprehensive financial plans on behalf of his valued clients, he utilizes the vast array of professional resources and subject matter experts at the Commonwealth Financial Group.
One of the hallmarks of this unique and collaborative process is the ability to assist people with fully integrating their investment portfolios, risk management portfolios, and tax and estate planning. It is this spirit of collaboration that sets Jack apart and allows him to consistently deliver an unmatched level of financial clarity and confidence.
Jack is a graduate of Boston Latin School. He earned a B.A. in Economics from the University of Massachusetts at Amherst. Jack is a Certified Financial Planner practitioner and maintains the designations of Certified in Long-Term Care and Certified Fund Specialist, as well as Series 6, 7, 63 and 65 registrations. He currently resides in Marshfield with his son, John. In his free time, Jack enjoys playing golf and hockey.
Check the background of this investment professional on FINRA’s BrokerCheck
1133 Washington Street
Dorchester, MA 02124