John (prefers to go by Jack) started his career in Public Accounting auditing various small, medium, and large for-profit and not-for-profit clients in Central New York. Prior to joining Pinnacle Investments in 2020, Jack worked for a local RIA focusing on long-term financial planning using low-cost, tax-efficient investment portfolios with individuals and institutions. He strongly believes that developing a clearly defined plan is the key to helping clients achieve the freedom, flexibility and confidence needed to make financial decisions. He is motivated by a passion for helping individuals achieve financial wellness. Jack is a Registered Investment Advisor (Series 65), a fiduciary to his clients, and a CERTIFIED FINANCIAL PLANNERTM.
Jack, his wife Nicky, and their two sons (Duke and Max) reside in Fayetteville, New York. Jack has a passion for the game of lacrosse and was a member of the 2008 Syracuse Men’s Lacrosse National Championship team and subsequently played for three years at LeMoyne College.
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