Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Jack has over 4 decades of extensive and successful business experience. Some of his accomplishments were: managing large business operations within global corporations; founding and managing his own international business consulting organization; being on a number of boards and having executive appointments as officers in a number of large associations; and many executive and director level positions within companies and corporations. In the past few years Jack has been struck with the inefficient personal retirement planning options and resources that many individuals have the potential to employ. He has dedicated himself to supporting individuals in their retirement planning as he has with his past corporate clients. To do that he has extensive training in Social Security, Medicare, and retirement income/resource planning. He is committing to the education and planning for others to ensure they understand the many options they might consider at all stages of their life but particularly as they approach retirement where many decisions need to be made and each with complex considerations. His commitment is to ensure that his clients make the best individual decisions for themselves and their families and that starts with their education about options that fit their specific situations. Then developing an optimal strategy customized to each person or couple.  His role can best be described as a retirement transition coach, advisor, and advocate.