Before coming to Lincoln Financial Advisors, Jack was a financial planner for AXA Advisors, LLC for over five years. Jack graduated from University of Michigan, Ann Arbor in 1991 and shortly thereafter began a career in public accounting earning his CPA license in 1997.
In addition to working for a Detroit area based CPA firm, Jack established a tax preparation practice in the mid-1990s. His area of specialty is individual, corporate, partnership and trust tax preparation as well as preparation of financial statements. Demographics of his tax client base are diverse, with some concentration in the health care and real estate industries. Jack has experience representing clients in IRS audits. Jack is a member of the Michigan Association of Certified Public Accountants (MICPA). He serves on the MICPA’s small practitioners task force and is chair of the Detroit West-Metro Monthly Meeting Group.
Jack wanted to help his clients in larger capacity and earned his CFP® certification in 2005. Being able to help tax clients with financial planning fundamentals allowed Jack to enhance his tax practice while also establishing a financial services career.