Jack Waletich, CFP^®

As a tax and financial advisor at BFG, Jack combines his expertise in financial planning and income taxation to serve clients in a fully comprehensive manner. He values getting to know each client’s unique situation and enjoys helping them find the best ways to meet their financial goals. He is an integral part of the firm’s income tax research, in addition to management and development of wealth building strategies. Prior to BFG, Jack worked as a Tax Associate at CAPTRUST with a focus on financial planning, tax compliance and consulting. His experience and drive to provide the highest level of service to clients make him a valuable asset to the BFG team. Jack graduated from Minnesota State University, Mankato earning both a degree in Finance and Accounting and a Master of Accounting (MAcc) certificate. In addition, Jack has also obtained his Certificated Public Accountant (CPA), Personal Financial Specialist (PFS), and Certified Financial Planner (CFP®) designations. Outside of the office, Jack is a huge Vikings football fan and enjoys hunting in the fall, ice fishing in the winter, and playing townball in the summer.

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Succession Planning, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances