Jack is a Wealth Advisor at Lightship Wealth Strategies, Inc. His primary goal is to prioritize his clients’ best interests while coaching them to leverage the financial opportunities specific to them and their families.

As an advisor, Jack specifically enjoys developing an interactive dialogue with clients to identify their priorities and provide straightforward steps towards those goals. He focuses on instilling confidence in a typically foggy landscape by making financial decisions understandable and actionable.

Jack earned a B.A. in Sociology from Trinity College in Connecticut. He currently lives in Needham with his wife Kristi and spends as much time as possible outdoors, either skiing in the winter with friends or spending time with family on Nantucket.

Licenses and Certifications:

• CERTIFIED FINANCIAL PLANNER™ Professional
• FINRA Series 7, 63, and 66 securities registrations as an Investment Adviser Representative
• Life and Health Insurance licensed

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.