John helps individuals, families, and business owners work toward their financial goals through a personalized, planning-focused approach on what matters most to them. He focuses on comprehensive financial planning, including pre- and post-retirement planning, education funding, and estate considerations. He takes a holistic view of each client’s situation, helping them organize their financial lives and navigate important transitions with clarity and structure.
He holds his Life, Accident and Health insurance licenses and maintains Series 7, 63, 65, and 66 registrations through LPL Financial. John has also earned the Accredited Investment Fiduciary (AIF®) designation.