Founding partner and active team leader, John is passionate about his commitment to provide sound advice and the formation of wealth strategies for his clients. He does so in a comprehensive spectrum of financial planning areas, including investments, insurance, retirement, tax, estate planning, and wealth management. Specializing in custom planning across a wide array of clients, John enjoys the challenge that is unique to working with each individual, family and business owner.
Born in Pittsburgh, Pennsylvania and raised in West Palm Beach, John has been a steady leader, both in the community and with his clients since entering the financial services business in 1992. A graduate of the University of Florida, John has guided his clients through some of the worse economic climates in the modern era. Always active in the community, John has founded several non-profit organizations and continues to be active in causes dear to his family.
John and his wife Jennifer live in the Western Communities while both grown children, Kate and Carson, live close by.