How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Jack Buckley
Founder and President
Jack Buckley is the president and founder of Jack Buckley Financial. Launching the firm in 1987 with a ground-up approach, he has developed the ability to help clients effectively manage money for long-term financial success.
Kelsey Buckley Kocon
Paraplanner
kelsey@jackbuckleyfinancial.com
Kelsey Buckley Kocon is a licensed paraplanner at Jack Buckley Financial and can often be seen working side by side with Jack, preparing client reviews and proposals. When not tending to client needs, she handles the daily operations...
Teresa Buckley
Administrative Assistant
teresab@jackbuckleyfinancial.com
Teresa Buckley joined Jack Buckley Financial in 2000 and provides invaluable assistance to the firm as our administrative specialist. Before she came to work for Jack Buckley Financial, she worked in various service-related capacities.