Vice President | Wealth Advisor
John works closely with his clients to fully understand their personal circumstances, their overall financial situation, objectives, risk tolerance, and liquidity needs. John is commuted to help individual families work towards achieving their individual and unique financial goals. John believes the key to pursuing long-term financial targets is preparing for the future now.
John is committed to providing the highest quality financial and insurance products with the utmost in professional service. John explains, "Together with LPL Financial, my goal is to exceed member expectations at all times while providing ethical and trusted financial advice. I strive to help our clients work towards objectives through proper preparation and strategies. As an experienced investment professional, I am committed to making your journey towards financial success as easy as possible".
John received his Bachelor's degree in Finance from St. John's University in New York City in 1978 and he has over 35 years experience in banking and financial services. he holds his Series 7, 63, 65, and Life and Health Insurance licenses.
John lives in Washington, DC with his wife Suzanne, and two teenaged children. He is active with his local church as well as with both sides of children's schools. While a lot of his spare time is spent helping out with his children's various sporting endeavors, he is thrilled that they are finally becoming interested in golf.