Congratulations and welcome to Jack Barker, our new Financial Planning Analyst. Jack joined us in January from Fidelity, where he earned his CFP and spent three years learning the financial services business. In his BFS Advisory Group role, Jack provides both portfolio and financial planning services to our high net worth clients. He shines in his ability to help clients navigate some of the traditionally challenging steps in the financial services world, such as gathering the right data and taking all of the steps to complete a transaction. You can read more about Jack on our website.
BFS Advisory Group is committed to mentoring young advisors to serve clients the way we know clients want to be served: holistically, honestly, and efficiently. One of the joys of running a company is building a smart and specialized team. When you care about your clients’ experiences as much as we do, every hire is painstakingly important. The ideal scenario, of course, is when a new team member shares a love for providing a superior and unique experience to our clients from Day One. Jack has proven to have the client-focused servant heart that the rest of our team does, and we look forward to helping him develop his expertise. Welcome to the family, Jack!
Debra Brennan Tagg is a CERTIFIED FINANCIAL PLANNER™ Professional and the creator of the DBT360 Financial Plan, a proprietary program that helps her clients prioritize their goals, leverage their resources, and address their risks. She is the president of BFS Advisory Group and teaches the public and the financial services industry about the importance of values-based financial planning and investor education.