Advisor profile

Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Saving for Education
  • Insurance
  • Investments
  • Retirement Income Strategies
  • Charitable Giving
  • Estate Planning Strategies

Education

  • Loyola University Maryland - 2001 - B.B.A., Finance (Major), Philosophy (Minor)

Awards & recognition

  • Five Star Wealth Manager, 2012-2024
  • Golden Rule Wealth Management, Forbes Best-in-State Wealth Management Teams, 2024

Community participation

  • Fuel Fund of Maryland | Board Member / Investment Committee Chairman, 2019
  • Walters Art Museum | Finance Committee Member, 2018
  • Historic Ships in Baltimore |Advisory Board Member, 2018
  • Loyola University Maryland | Sellinger Scholars Annual Leadership Dinner Keynote speaker, 2017
  • Smart CEO's Executive Management Award, 2017
  • The Baltimore Business Journal's 40 under 40 Honoree, 2016
  • Cystic Fibrosis Foundation - Maryland's Finest - Event Co-Chairman, 2016-2018
  • The Living Classrooms Foundation -Associate Leadership Council, 2016
  • The Daily Record's VIP (Very Important Professionals) List: Successful Under 40,
  • Cystic Fibrosis Foundation - Maryland's Finest Award, 2014
  • Living Classrooms Foundation -- Rising Star, 2012

Interests

John is an active participant in his community. He volunteers his time to multiple charities. In the summer time, he and his girlfriend, Kelsey, enjoy taking their sailboat (Curmudgeon) out. They hope to sail to Rock Hall for a long weekend. Additionally, they go for rides on his motorcycle and trips in his Jeep. He's slowly (but surely) working towards acquiring his pilots license. He enjoys vacations to Fenwick Island, Tangier Island and other relaxing locations.

My photos

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