John has been in the financial services industry for 18 years working with insurance, mutual funds. foreign currency, structured products, equity syndicate, and collateral/asset lending. He has spent the past 4 years in a client facing relationship management role focused on solution-based wealth planning in the banking world. John decided to take his experience to build a financial services practice with the support of National Financial Network.
Using a consultative approach, John treats each client relationship as a long-term alliance offering guidance through the accumulation, distribution, and legacy periods of a client’s financial life cycle. He develops strategic financial plans which include wealth management, income, and asset protection. John is passionate about working with individuals, families, and businesses to make educated decisions, which will allow them to achieve their goals. He finds the career as an advisor fulfilling and rewarding to see clients thrive because of the education he provides.
In his spare time, he enjoys spending time with his wife and family. He also likes trying new things that expand his knowledge both personally and professionally. A former college athlete, John enjoys watching baseball and football.
Registered Representative & Investment Advisor of Park Avenue Securities LLC (PAS), Financial Representative of Guardian