Jack joined our team in January of 2018. Beginning on our team as a financial associate he helped manage our Personal Financial View software and financial planning process. He worked hand-in-hand with our advisors and clients to compile all of the necessary information to analyze a clients’ financial situation.
Over the past two years, Jack has completed his Series 7, 63, and Life / Health examinations. He has also made strides towards the Certified Financial Planner designation spending his nights at Boston University’s Center for Professional Education.
Jack now works as a financial advisor on our team. He aides the senior advisors with many of their existing relationships ensuring the highest quality of care and service. He has also cultivated his own relationships providing financial planning advice that includes saving for college, investing for the future, and risk management for young families.
Jack graduated from Saint Anselm College in 2018 with a bachelor’s degree in finance and economics. He played for the Men’s Soccer team and was captain of the team his senior season. He was also the treasurer of his class and vice president of the finance club. Jack grew up in Middleton, MA with his mother, father, and two brothers. He now lives in Somerville and spends his summers on the golf course and winters on the ski mountain.
What is your “Why”?
“I grew up in a family of entrepreneurs. I was intrigued with the opportunity to create something that you believe in and have an impact on society. I learned the importance of hard work, commitment, and humility. When I interned with a financial advisor early in my college career I was immediately drawn towards the industry. I became passionate about the opportunity to positively impact our clients’ lives. Every client situation is unique, and it brings great satisfaction to help educate and guide them through their major financial decisions.”