Advisor profile

What you can expect when you work with me

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.

Get started

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Family Finances
  • Saving for Education
  • Charitable Giving

Education

  • John graduated from Edinboro University of Pennsylvania, earning a Bachelor of Science in Business Administration with a concentration in Personal Financial Planning.

Awards & recognition

  • Voussoir Financial Partners, Ameriprise Client Experience Award, 2023-2024

Previous experience

  • Financial Planning Specialist- Ameriprise Financial Services, LLC, 2022

About Me

John is a dedicated financial advisor with a passion for helping clients navigate their financial journeys. He graduated from Edinboro University with a degree in Personal Financial Planning, equipping him with the knowledge and skills to provide financial advice tailored to individual needs. Beyond his professional life, John is a coach for the Iroquois 7th and 8th grade junior high basketball team, where he inspires young athletes to develop their skills both on and off the court. John is also an avid sports fan and loves watching his Pittsburgh Steelers! In his leisure time, he can often be found on the golf course trying to perfect his swing! John also has a deep appreciation for antique classic cars.

Community participation

2022-2023 Iroquois Junior High School Basketball Team
2022-2023 Iroquois Junior High School Basketball Team

Coach of the Iroquois Junior High School Basketball Team

Interests

I’m passionate about financial planning and investing because I love helping people reach their goals and feel confident about their future. I’m committed to continuous learning and bringing thoughtful strategies to every client relationship. Outside the office, I enjoy golfing, relaxing at the beach, and coaching basketball at Iroquois. I also serve as Vice President of the Estate Planning Council, staying active in the community and connected with professionals who share a passion for helping others plan for the future.

My photos

2 albums
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