At PWA, Jack is the go-to-guy that everyone relies on for those immeasurably important trinkets of advice and counsel, not only because he’s the boss, but because he’s just that kind of person. He is the consummate financial educator, workshop & seminar leader, advisor and coach. After a dozen years as a generalist financial advisor, Jack now specializes, and works exclusively with seniors, 60 and better, offering help with his intelligent and friendly approach to wealth management and financial coaching during the retirement phase. It takes time to discover the retirement lifestyle that a senior can and should live, however Jack provides the coaching and advice necessary to help his clients’ feel secure about their retirement income, estate planning and protection, as well as advising on issues pertaining to social security, medicare, and long term care. The coaching process helps to safeguard this particular phase of a person’s life, and assists clients’ to realize greater meaning, and experience better peace of mind. Jack’s specialty is working with retirees and pre-retirees 60 years old and better, specifically focusing on increasing retirement income, reducing taxes in retirement and helping to establish a Retirement Lifestyle Roadmap, which includes helping with the biggest emotional concerns at this particular stage of life: retirement wealth management and protection, medicare, social security and long term care. Jack additionally holds a Juris Doctor degree, as well as numerous certifications and honors in his respective fields of expertise. He is the happy husband to Marina and proud father to Mason and Jason.
