
Our Team

Jack Finch serves as a financial advisor in Savant's Westwood, Massachusetts, office. A CERTIFIED FINANCIAL PLANNER® professional, he is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Jack's interest in business and finance began during his childhood in Ontario, Canada. On morning drives to school, he listened as his father, an insurance professional, guided clients through coverage decisions and claims. Those early experiences shaped Jack's understanding of how financial guidance can support people through important moments.
He carried that early curiosity into his studies at Creighton University in Omaha, Nebraska, where he earned a bachelor's degree in business. While learning financial concepts in the classroom, he was also deeply involved with the Creighton Rugby Club, serving as captain, coach, and president.
Jack joined Heritage Financial in 2022 as a paraplanner and advanced to wealth advisor two years later. He joined Savant in 2026 when Heritage joined the firm.
Rugby continues to be a meaningful part of Jack's life. The sport has taken him to Australia, New Zealand, Thailand, Indonesia, and Japan, both as a player and a fan. He remains active with the Boston Irish Wolfhounds and enjoys books and podcasts about global travel and exploration.

A CERTIFIED FINANCIAL PLANNER® professional, Ryan has experience in wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow and income optimization, insurance analysis, debt management, and education funding.
Ryan began his career at Boathouse Group in Waltham, Massachusetts, advising companies on strengthening their branding, communications, and marketing strategies. He later joined John Hancock Investment Management, where he held progressively senior roles and ultimately led investment product marketing for the United States intermediary distribution channel. He joined Heritage Financial in 2021 as a paraplanner, later advancing to wealth advisor and senior wealth advisor. In 2026, he joined Savant when Heritage became part of the firm.
Ryan earned a bachelor's degree in English with a minor in international studies from Boston College, including a semester studying in Ireland that deepened his appreciation for travel and his Irish heritage. He earned his Master of Business Administration (MBA) from Boston Collegeâs Carroll Graduate School of Management.
He lives in West Newton, Massachusetts, with his wife, Meredith. Outside the office, Ryan enjoys skiing, fishing, golfing, traveling, and spending time with family and friends. He also serves on the board of Saint John Paul II Catholic Academy in Dorchester, Massachusetts.
1986
100-499 Employees
Schwab, TD Ameritrade, Fidelity
Non-Profit Organizations, Individual Investors, Businesses
Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Legal Advice and Services, Financial Advice & Consulting
Exchange Traded Funds (ETFs), Stocks, Bonds, Alternative Investments, Mutual Funds, Socially Responsible Investments (SRI)
Yes
Email, Phone, Our Office, Our Offices, Video Conference
Fee-Only
Based on Assets
10,000+
$19.4 Billion
Do you have a customer satisfaction or refund policy?
Do you offer any guaranteed results?
How much risk should I be willing to take?
What is your approach to financial planning?
What are your fees for this service?
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
https://reports.adviserinfo.sec.gov/reports/ADV/107271/PDF/107271.pdf
https://savantwealth.com/disclosure-brochures/
Additional Detailed Disclosures
