HELPING ATHLETES CREATE AND MANAGE THEIR LONG-TERM FINANCIAL FUTURES
At Evolution Financial Group, we work closely with athletes to offer thoughtful guidance and sound financial strategies to successfully manage their personal finances.
Beyond the Field is dedicated to providing strategies to assist athletes with protecting, growing, and managing their finances now and into the future.
EXPERIENCE & LEADERSHIP
"Our ‘One Team, One Dream’ approach encapsulates our vision for collaborating with today’s athletes and supporting their long-term their financial goals", explains David Jacowitz, President of Evolution Financial Group.
Along with David's leadership and extensive industry experience, Pat Montgomery and Greg Procaccino have over 45 years of combined experience in the financial services industry. As Financial Professionals, they are passionate about guiding individuals, families and business owners through the various financial stages of one’s life.
David Jacowitz
RICP, CLU, ChFC
President
Evolution Financial Group
Pat joined Evolution Financial Group in 2021 and brings more than 15 years of experience in the financial services industry, with a focus on retirement planning strategies. He takes genuine pride in educating individuals, business owners, and retirees, helping them make informed decisions about their financial futures. Pat believes that hard work, strong relationships, and customized planning are the cornerstones of meaningful financial guidance.
Before entering the financial field, Pat was a successful head high school football coach in Philadelphia. His background in athletics fuels his passion for educating athletes about the financial challenges that can accompany sudden fame. He works closely with them to develop personalized plans that support their long- term goals.
Pat earned both his bachelor’s and master’s degrees from Temple University in Philadelphia. As a dedicated supporter of the Owls, he can often be found at football games, mentoring student-athletes on career opportunities and helping develop the next generation of financial advisors.
Greg is a seasoned financial services executive with over 28 years of extensive experience in the industry.
He is a perennial Presidents Club and MDRT (Million Dollar Round Table*) qualifier and takes pride in the lasting trust and genuine connections he builds with his clients. As a founding partner of the Sports/Athletes division, he thrives in supporting all of his clients, including current and former athletes and their families with their overall financial wellness. He believes in building a strong and lasting team and providing career opportunities within the practice.
Greg graduated from Rider University. and is an avid NY Giants and Penn State fan. In addition, he enjoys golfing and spending time with his wife Jen, his children Mia and Jack, and their golden retriever Paulie.
*Membership based on sales criteria.
crEaTINg a SuccESSFuL gaME pLaN
Today’s athletes are faced with unique earning opportunities and it’s important that all considerations are addressed to develop a solid game plan to protect and grow their financial futures. Specific areas of guidance include:
For student-athletes receiving NIL deals, we provide guidance and options for managing the income associated based on their immediate and long- term needs.
With a sound and diversified plan to build and preserve your wealth we can help you achieve both your short- and long-term financial goals.
Safeguard your earnings against injury or career disruptions with specialized insurance solutions.
Understand tax options to help minimize tax obligations which is key to maximizing your overall financial success.
Plan ahead to to be sure your earnings grow to build a secure future that support the lifestyle when you eventually retire.
It’s important to build a meaningful legacy to benefit your loved ones through effective estate planning strategies.
Build stability with proper budgeting and sound income management.
JOIN Our TEaM
BuILDINg a carEEr aFTEr SpOrTS
Your athletic career has taught you leadership, resilience, and strategic thinking. These same skills can lead to a successful career as a financial advisor. at Evolution Financial group, we admire these qualities and like to recruit athletes to join our team. Let’s discuss how we can help you thrive in a new, impactful career.