As Client Relationship Specialist, John works in conjunction with lead advisors and other technical specialists to develop advice for clients, assisting with the coordination of financial planning, tax planning, personal financial plans, and investment strategies. His passion for holistic financial planning — working through the intricacies of a client’s financial situation to help them attain peace of mind — is what led him to a career in financial services.
John received a Bachelor’s Degree in Financial Planning with a minor in Real Estate from Temple University’s Fox School of Business. He completed the Securities Industry Essentials (SIE) examination and is currently studying for the Series 65 and CERTIFIED FINANCIAL PLANNERTM (CFP®) exams.
Outside of work, John enjoys golfing, playing guitar (a hobby he picked up during the pandemic), traveling, spending time with family and friends, working out, watching Philadelphia sports, and visiting the shore in Ocean City, NJ. He currently resides in Plymouth Meeting, PA.