John has been a financial services professional for over 40 years. During this time, he has helped clients preserve and grow their assets, educating and guiding them to their financial future. John helps clients to understand that the traditional way of investing is not enough. Your financial life is not just about markets and returns. It’s about you and your family, and your priorities at every stage of life. John is here to help you find the answers to all the questions along the way.
John is a fully licensed Registered Investment Advisor Representative and specializes in the areas of Retirement Planning, Investments, Insurance Solutions, Long Term Care, Disability Insurance Protection, and Annuity Benefits.
John has his Certified Estate Planning Masters (CEPM) and is a member of FSI Financial Services Institute Member. John is also a General Agent for a major life insurance company. A Registered Representative and a Registered Investment Advisor of Osaic Wealth, Inc., as well as holding FINRA Series 7, 24, 63 and 65 Securities licenses.