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  • Professional Story

    I’m proud to lead a passionate group of advisors who subscribe to our culture of serving and giving – to our clients, community and each other. To me, nothing is more important than fostering personal development, and enabling our people to become better professionals, leaders, parents and human beings while making a positive difference in someone’s life. We’ve built the environment, infrastructure, and resources that spur and reward personal development and growth; it’s all about reaching higher levels of client service and personal success each day.

    Coaching is my passion – whether it’s coaching an advisor or coaching a young athlete. I’m involved in my town’s youth baseball program and delighted that my team has participated in two Babe Ruth World Series (coming in second last season). It’s extremely rewarding to help others learn how to attain and hone a skill, develop the attitude, and win. I’m also an avid skier, and a self-proclaimed “closet geek” who gets a lot of enjoyment from building computers.

    I love what we do as advisors and how each day the conversations we have impact our clients’ lives. It’s gratifying to know that our focus on the long term supersedes even our lifetimes. This is why I’m active in several industry associations, including the Impact Committee for the AALU, and board of trustees of GAMA Foundation for Education and Research. My commitment to continuous improvement and development extends to myself, the advisors I lead, the clients I serve, and the industry at large.

    Specialties: As a CFP® practitioner, John knows the value of personalized advice in a highly regulated environment. Compliance, morale, growth and ingenuity have been and remain the key drivers in his organization. His success with financial firms has spanned 4 decades. His development of financial professionals brand managers is based on his broad knowledge of the industry and client needs. By developing financial teams, his organizations have the competitive edge.

  • Languages:
    • English

  • Credentials:
    • CFP®

  • Specialties:
    • Financial Education
    • Business Owners
    • Insurance Strategies
    • Risk Management Strategies
    • Investment Strategies
    • College Funding Strategies
    • Special Care

Check the background of this investment professional on FINRA's BrokerCheck

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