About our Firm

Here’s our story. We look forward to hearing yours.

Jack Burk Vice President, Wealth Advisor

Phone: 847.268.3670 x.107

Jack Burk is the Vice President of PFS, and a Chicago native. His career in financial services began in 2004 after graduating from University of Florida in Gainesville, FL. Jack quickly established his reputation for excellent financial advice and client service, rising to the top levels of production in Chicago’s market group at American Express Financial Advisors - now Ameriprise Financial, Inc. After less than two years, Jack was promoted to District
Manager. He built a productive, successful team of advisors and helped lead his office in becoming one of the top producing offices nationwide.

Jack now brings the same powerful upward momentum to PFS, not settling for anything less than total service excellence. His aptitude in organization and team management brings out the fullest potential of PFS's collective professional talent and experience. The result is an advisory powerhouse that can deploy unique financial solutions with the same thorough data-informed methods practiced by top private wealth firms for Ultra High Net-Worth clients.

Schedule a Meeting

To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at lgoldstein@pfswm.com or call us at 847.268.3670 today!