Jack began his career in the financial services industry in 2007 with Lincoln Financial Group’s Retirement Plan Services division, where he spent the next 7 years supporting the acquisition, onboarding, and retention of qualified retirement plans in both the corporate and tax-exempt markets. In 2014 he moved into a Product Management role responsible for the development of retirement platforms serving small to mid-size corporate plans.
Jack joined PFG Advisors in 2019 with a primary focus on the retirement business. Drawing from his background in platform and provider operations, Jack assists the team in analyzing retirement plan fee schedules, investments, plan design, and service model packages to ensure our clients continually have best fit solutions at market competitive rates.
Jack received his bachelor’s degree from Berklee College of Music in 2007. He currently holds his FINRA Series 6 and 63 licenses, Pennsylvania State Life, Accident and Health Insurance license, and Chartered Retirement Plans SpecialistSM (CRPS®) designation.