Jack has been specializing in Advanced, Business, & Financial Planning concepts collaborating with Individuals & Business Owners nationally from a variety of business sizes and industries for 22 years and upon recently joining Lighthouse Planning in 2025.
Jack leads Lighthouse Planning’s Advanced and Business Planning Team that focuses on a variety of services including Business Owner Exit/Succession, Growth, & Risk Reduction Strategies; non-certified Business Valuations; Group & Key Employee Benefits; College Education Funding Strategies; Income Tax Review; Estate Reduction Strategies; and Risk Management Review & Strategies. The team’s ultimate goal is to provide clients with a comprehensive plan that fully integrates business, financial, income tax, and estate planning.
Jack holds a bachelor’s degree in Applied Mathematics from the University of Michigan. In addition, he holds CEPA, CFBS, & CFP® designations and graduate certificates in Financial Planning from Boston University and Business Succession Planning from the American College.