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 two decades, 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 Premier Advisor distinction from 2011-2018 as awarded by Wells Fargo Advisors. The Premier Advisors distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service may also be used to determine recipients.
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™ (CFP®) practitioner designation from the College for Financial Planning. For this designation, he completed approved educational programs, passed a rigorous examination and met stringent experience requirements.
Away from the office
Active in the local community, John participates in many civic and community organizations, including St. Mary of the Lakes Parish in Medford, NJ as a volunteer and fundraiser 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