John has been in the Financial Services industry for 34 years, having worked at one of the world’s largest insurance companies, one of the world’s largest brokerage houses/investment banks, and a small community bank. This varied experience, when combined with the fact that he is a Certified Financial Planner (TM) certificant, a Chartered Financial Consultant (TM), a Chartered Life Underwriter (TM), and an Accredited Investment Fiduciary (TM) makes him uniquely positioned to provide his clients with the utmost holistic financial planning advice.
He attended Youngstown State University on both partial academic and athletic scholarships, and finished his business degree at Frostburg State University. He resides in Maryland, and has been incredibly blessed with a wonderful wife and four incredible children! His family has hosted many other students/athletes as well over the years.
He has been a member of the Financial Planning Association and The Frederick Estate Planning Council, as well as being a past Board Member of a church. He has been an avid coach for many years in both basketball and soccer, and believes greatly in the life lessons that young men and women can gain from playing sports–team work, loyalty, patience, hard work, determination, and goal setting. He holds the FINRA sponsored Series 7 and 66 securities licenses, and also holds Life, Health, and Variable licenses in the insurance arena.
