JP

Jack Priebe

Advanced And Business Planning Director at Commonwealth Financial Group

Jack Priebe, Certified in Business Succession, CEPA,CFP, has over 20 years of experience in Advanced, Business, & Financial Planning concepts. Jack currently serves as Advanced and Business Planning Director at Commonwealth Financial Group, where Jack leads a team that focuses on various services including Business Owner Exit/Succession, Growth, & Protection Strategies, non-certified Business Valuations, and Risk Management Review & Strategies. Prior to this, Jack worked as an Estate Planning Analyst at Baystate Financial Services. Jack holds a Bachelor of Science in Applied Mathematics From the University of Michigan and a Graduate Certificate in Financial Planning and Services from Boston University.

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Timeline

  • Advanced And Business Planning Director

    July, 2005 - present