Jack joined our team full time as a paraplanner in mid 2018, after interning with us for the first half of 2018 as a financial services intern. He proved to be a wonderful asset to our team and was very well suited to enter his new role as a paraplanner. Since that time Jack has obtained the Series 7 & 63 licenses (providing him with securities knowledge and training) as well as the MA state life and health licenses, earning him his current title of Financial Associate. He has started working directly with clients and aiding the advisors in the more complex recommendation and strategy processes for our existing and new clientele.
He is also responsible for managing the fee-based and non-fee based financial plan process, as well as managing Personal Financial View (PFV) for our clients. He oversees all connections, data feeds, information management and case preparation, associated with financial plans. Jack works very closely with our advisors to develop recommendations and help with implementation of plans and goals.
Jack currently resides in Somerville and graduated Cum Laude from Saint Anselm College, was the captain of the soccer team and vice president of the finance club. He enjoys playing golf and skiing in his spare time.