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 with a Financial Planning Dept for 9 years, beginning solely with himself to a current 4 other employees.
At the end of 2014 Jack began specializing in providing support and training on advanced and business planning concepts along with continuing producing 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.