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
3
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
  • 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 Wealth Partners, Ameriprise Client Experience Award, 2023-2025

Previous experience

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

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

1 albums
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