For over 25 years, Jack Griffin has provided comprehensive financial services, combining extensive tax knowledge with personalized wealth management strategies. After a distinguished 17-year career as an IRS Agent and Appeals Analyst, Jack transitioned to the financial services industry in 1998, bringing unique insights into tax-efficient investment planning.

As a Licensed Tax Consultant and Enrolled Agent, Jack offers tax preparation and planning services through his company, Griffin Tax & Investment Services, LLC. His extensive background in tax regulation and compliance provides him with a distinctive ability to deliver investment guidance that helps increase clients’ financial affairs while minimizing tax implications. This dual knowledge allows him to help clients achieve their unique financial goals through comprehensive, tax-efficient strategies.

Jack’s approach to wealth management is rooted in personalized service and deep technical knowledge. His years of experience on both sides of tax regulation have equipped him with an invaluable perspective on how to structure investments and financial plans for efficiency and compliance.