Jack Dolan is a Managing Partner of Compass Investment Advisors, LLC and has been in the financial services industry for more than 27 years. Jack’s focus is on investment, retirement and income planning. He assists clients in identifying and prioritizing their goals – including estate planning services, tax minimization strategies and wealth transfer. In addition to providing traditional advice and guidance, he offers his own personalized or defined strategies, which may include individual stocks and bonds, risk-managed model portfolios and third-party investment strategies.
He holds the CERTIFIED FINANCIAL PLANNERTM certification, awarded by the Certified Financial Planner Board of Standards, Inc.
Jack is a graduate of the University of Delaware. He resides in Newark, Delaware with his wife Jill, and their three children: Erin, Ryan, and Cassidy.