About Us

Mission  Statement
Our mission is to help improve the financial well-being of our clients through comprehensive financial planning and investment management. Planning begins with helping our clients establish or clarify their financial goals and creating a plan to pursue those goals. We are committed to maintaining the highest standards of integrity and professionalism in our client relationships.

About Us
Our firm provides comprehensive financial planning and investment management services to individuals, families, and business owners.  Financial Planning may address cash flow planning, risk management and insurance, investment management, tax planning strategies, retirement planning, or estate planning depending on your specific situation.

John is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Retirement Income Certified Professional®  backed by LPL Financial. LPL Financial is a national independent broker/dealer headquartered in San Diego, Boston, and Charlotte that supports it’s advisors with independent investment research, financial planning and insurance expertise. John is securities registered and licensed for life, health, disability, and long term care insurance.

Before forming a relationship with LPL Financial, John worked as a financial advisor at a Fortune 500 firm providing financial planning and investment advice to individuals, families, and business owners. Prior to entering the financial planning and investment profession, John had a successful software development  career in financial services. He developed software in both the commercial banking and institutional securities businesses for Fortune 100 firms managing development teams in the US, Canada, London, and India.

John resides in Holbrook with his wife and three children. He previously coached soccer in the Sachem Youth Soccer League for over 15 years. He also served on the SYSL Board of Directors for over eight years.

John graduated cum laude from James Madison University with a degree in Finance.  He was inducted into the Beta Gamma Sigma collegiate business honor society in recognition of high scholastic achievement.

RICP conferred by The American College