As Associate Wealth Advisor, 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 has completed the Securities Industry Essentials (SIE) exam as well as the Series 65 Exam, which qualifies an investment professional to operate as an Investment Adviser Representative. He is currently studying to become a CERTIFIED FINANCIAL PLANNERTM (CFP®).
Outside of work, John enjoys golfing, playing guitar (a hobby he picked up during the pandemic), traveling, and spending time with family and friends. He also enjoys working out, watching Philadelphia sports, and visiting the shore in Ocean City, NJ. He currently resides in Plymouth Meeting, PA.