Focus

John’s focus is to help build, preserve and simplify wealth for a select group of individuals and business owners with significant assets.

Background and experience

John joined Wheat First Union, a predecessor firm of Wells Fargo Advisors, in 1998. For over 25 years, John’s mission has been to provide objective and timely financial advice while striving to provide the highest level of professional service. John has attained the Platinum Council distinction from 2011-2018 and 2020-2023 as awarded by Wells Fargo Advisors.  The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism.  Additional criteria may have included best practices and team structure.

John holds a Bachelor’s Degree in Economics and a Master’s Degree in Financial Services from St. Joseph’s University.  With an emphasis on continuing education, John earned the CERTIFIED FINANCIAL PLANNER^® professional certificate from the College for Financial Planning.  For this designation, he completed approved educational programs, passed a rigorous examination and met stringent experience requirements.

John was also awarded the NJ Best in State Wealth Advisors designation from Forbes for 2023 and 2024.

Away from the office

Active in the local community, John participates in many civic and community organizations, including volunteering and fundraising for the Ronald McDonald House of Southern NJ and with the Medford Youth Athletic Association as a coach. 

In 2004, John married his best friend, Amanda, a teaching consultant, and together they have a daughter, Lauren and son, Brogan. John and Amanda stay extremely busy with their children’s various sporting events but still find time to experience the educational and cultural events in the many museums and the local arts community. Their calendars are full, but they love every minute.

In his free time, John enjoys international travel with his family, is a certified SCUBA diver, a plodding long distance runner, a passionate Philadelphia sports fan and long-time season ticket holder of St. Joseph’s University Hawks basketball. John is also a life-long golfer always searching for the perfect round

CA insurance license # 4421214 Resident State NJ

Focus

Through making personal connections, Tricia strives to help clients achieve the goals that are important to them and their families.

Background and experience

With over 15 years of financial service experience, Tricia dedicates her time to working with clients and their families to ensure their financial well-being with care and compassion.  Guiding clients through their life stages as well as providing education and advice to the next generation of investors is a focus of her practice.

Tricia earned her bachelor’s degree at Rowan University in 2007.  The following year, she began her career as a client associate with Wachovia Securities, a predecessor firm of Wells Fargo Advisors.  In 2013, Tricia became a registered securities representative after passing the FINRA Series 7 exam and furthered her qualifications by completing the FINRA Series 66 exam in 2014. Each exam required finishing an approved educational training program, passing examinations and meeting ongoing requirements.  Tricia’s career started during the financial crisis of 2008, and she has extensive experience throughout major shifts in financial markets.

She is also very well versed in estate investment planning topics and has regularly assisted clients with complicated estates, helping to ensure that assets are distributed quickly and efficiently as possible.

Away from the office

Tricia and her husband Nick both grew in Cape May County and were married in Avalon, where they met, in 2011. They are the proud parents of two boys, Brayden and Logan who are both active in youth sports with ice hockey being a favorite. Tricia and Nick often make trips back to the shore to reconnect with family and friends. They also love to go on vacations and small family getaways as much as possible.