Director, Advanced Sales & Business Planning | CFP®
Jack joined Commonwealth Financial Group in 2005 from Baystate Financial Services, where he was an analyst for 2 years performing Estate Planning analyses. He developed and managed our Design Center including Business & Financial Planning for 9 years, beginning solely with himself to eventually the addition of 3 other employees.
Since the end of 2014 Jack has been specializing in providing case design support and training in Advanced and Business Planning along with continued production of Business Valuations as part of the CFG process.
Jack holds a bachelor’s degree in applied mathematics from the University of Michigan. In addition, he holds the CFP designation and a graduate certificate in Financial Planning from Boston University.
101 Federal Street, Suite 800
Boston, MA 02110