About Us

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 Fort Mill, SC. LPL 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. Their two sons have established themselves in the engineering field, and their daughter studies Environmental Science at the University of Maryland, College Park. John 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 is big believer in lifelong learning and continues to further his education both formally and informally. In his spare time John enjoys spending time with famaily and friends, reading, and is an avid gardener.

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

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

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