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
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
  • Saving for Education
  • Social Security Retirement Benefits
  • Retirement Income Strategies


  • Series 66, Series 63, Series 7, Series 6, Life/Health/Long Term Care Insurance


  • Bachelor of Arts in Business, Muhlenberg College, Allentown, PA
  • Prepatory Boarding School, The Hill School, Pottstown, PA

Professional associations

  • Tau Kappa Epsilon Fraternity
  • Ronald McDonald House

Previous experience

  • Wells Fargo Advisors, 2004-2022

Community participation

Committed to helping his community prosper, John is active with coaching local kids sports, and committed to organizations including March of Dimes, Purple Heart, and Ronald McDonald House.


Away from the office, he enjoys fitness, and spending time with his lovely wife and two boys.