Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

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
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

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

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.

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

Awards & recognition

  • Five Star Wealth Manager, 2012-2022