Jack entered the insurance business in 1978. He is a second-generation veteran associate of Phoenix with over twenty years of experience, and has been a broker with many other companies since 1980.
Jack is one of our Group Benefits Managers. His emphasis is on corporate-sponsored employee benefits from group life insurance to the complex arena of retirement planning with qualified and non-qualified plans. Serving over 100 corporate clients, with a geographical range from Massachusetts to California, Jack's expertise accommodates their changing needs.
Jack has served as the president of the University of Massachusetts at Amherst Alumni Association for two terms. While president, he negotiated the largest credit card royalty contract. Jack was the Chair of the Economic Development Commission for the city of Newton, an unpaid post.
Phone: (781) 893-0909 ext. 274
The investment professionals at Bay Financial Associates, are registered representatives with, and securities and advisory services offered through, LPL Financial, a registered investment advisor. Member FINRA/SIPC.
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