Jack Waletich, CPA

Jack W

Tax & Financial Advisor

P: (207)775-1151
E: jwaletich@bergerfinancial.com

As a tax & financial advisor at BFG, Jack works alongside our advisors to provide clients with tax planning recommendations and prepare tax returns. He is an integral part of the firm’s income tax research in addition to management and development of tax strategies. Previous to BFG, Jack worked as a Tax Associate at CAPTRUST with a focus on financial planning, tax compliance and consulting. His experience and drive to provide the highest level of service to clients make him the perfect addition to our tax team.

Jack graduated from Minnesota State University, Mankato earning both a degree in Finance and Accounting and a Master of Accounting (MAcc) certificate. In addition, Jack has also obtained his Certificated Public Accountant (CPA) designation. Outside of the office, Jack is a huge Vikings football fan and enjoys hunting in the fall, ice fishing in the winter and playing baseball for the Westonka Waves in the summer.