History
My father worked his whole life within the financial industry and growing up it was such an interest to me, however, I also knew I wanted to do something that allowed me to help people and make a difference in their lives. After September 11, 2001 I found a way. I realized after 9/11 how many families were left unprotected so I decided to become an Insurance broker/Financial Advisor. By doing that I discovered how to help protect individuals and their loved ones white securing them financially. Today, as a Financial Advisor, I have expanded my business and offer my clients more services such as Investment, Retirement, Estate, and Fee-based Financial planning.
Specialties
John leads a wealth management team of professionals to assist individuals and their families to achieve their goals. Invesment Counseling Insurance Retirement Planning Tax & Estate Planning 401(k) rollovers