Meet the Team
John R Brodacki, III
Managing Principal & CEO
As the founding Principal of Castle Hill Financial Group, John has previously worked for almost two decades in Investment Banking, Wealth Management and Financial Planning.
Today, John’s objective is to grow the Castle Hill Financial Group brand and organization through general business development, client referrals, and business acquisitions. John and his team also work with clients in the design, strategy and implementation of complex financial planning strategies for high net worth individuals, families, and businesses. Through proper due diligence and utilizing the best tools and resources in the industry he is able to understand and identify both opportunities and issues to help his clients plan both for today and in the future.
Prior to Castle Hill Financial Group, John began his career with Spencer Clark working in investment banking. Upon the tech bubble bursting and following 9/11 he was able to identify a need in the financial services industry for hardworking, honest, and transparent advisors. He then moved from Manhattan to Boston and began working as an advisor and coach for American Express Financial Advisors. After building several years of experience on both Wall Street and Main Street he left American Express and started his own firm while taking on the responsibility as the manager of the Boston location with Equity Services Inc.
John earned his Bachelors of Science in Finance and a Pre-Law Degree from the Ancell School of Management at Western Connecticut State University. Later in his career John was asked by the sitting President of his alma mater to sit on the board of both the WCSU Foundation and his Alumni Association where he held the seat of President. Since then John contributed to many other boards, associations and has been asked to guest speak at companies and universities across the country. Having a strong conviction for building his community he continues to support many charities and local businesses. He holds his NASD Series 7 and 66 registrations and a Massachusetts LA&H Producers License.
Jack Burke started his career as a Financial Advisor with MassMutual upon graduating from college. He then moved on to an independent Registered Investment Advisor and joining Pension & Wealth Management Advisors with a broad range of wealth management experience.
Jack graduated from the University of South Carolina with a Bachelor of Science in Finance from Darla Moore School Business. He is currently enrolled in the CFP program at the College of Financial Planning.
Client Service Advisor
Prior to joining Castle Hill Financial Group Adam was a teacher in the Massachusetts school system for almost a decade helping children with special needs. Currenlty, his repsonsibility is to help Castle Hill meet the needs to its clients to provide the highest level of value and communication through reporting and helping integrate their plan. Adam achieved his BS from Springfield College and is in the process of completing his Masters Degree.