Jack helps clients achieve retirement and personal goals by utilizing a planning process that helps them plan effectively, invest wisely, and map a realistic financial course. In the 35 years since Jack began his career as a financial advisor, there have been many changes to the global financial landscape: major market shifts, economic booms and busts, and profound technological advances. What has remained constant throughout these times of change is Jack’s commitment to helping his clients meet their financial goals.
In addition to serving on the Harvey Investment Management, Inc. team as a senior financial advisor, Jack also manages his financial practice: York Asset Management. He enjoys serving individuals and families, with a particular focus on assisting clients who are retired or nearing retirement and at a critical inflection point in their financial lives.