FocusIt is an understatement to say that John takes planning and risk management seriously. As a Commander in the United States Navy, he logged more than 2,000 flight hours and 620 carrier-arrested landings where he learned that planning is always the priority because real lives are at stake. Today, planning and risk management are the pillars of John’s approach to wealth management, as real livelihoods and futures are at stake.
As a Financial Advisor with over 20 years of experience, John listens to his clients’ needs and their goals for the future. He establishes a collaborative and open dialogue to build trust that is critical to growing meaningful relationships with his clients.
Background & experienceJohn’s educational background includes earning his BA in geography from the University of Buffalo, Buffalo, NY.
After college, John joined the United Sates Navy where he earned the rank of Commander and flew as a Naval Flight Officer. Throughout his naval career, he earned multiple honors and awards for his service including Meritorious Achievement Medal (Three Awards), Air Medal (2 Strike/Flight Awards), Navy Commendation Medal (Four Awards), Navy Achievement Medal, and Recruiter of the Year at Navy Recruiting District Albany.
Recognizing the importance of helping people create sound wealth plans to address each stage of their life, he began his career as a Financial Advisor. John holds a Master of Science degree in Personal Finance Planning, the CERTIFIED FINANCIAL PLANNER
® certification, Chartered Financial Consultant (ChFC
®) designation, plus numerous securities registrations, and insurance licenses. He began his career as a Financial Advisor at Morgan Stanley Smith Barney before joining Wells Fargo Advisors in 2016.
To earn his CERTIFIED FINANCIAL PLANNER
® professional certification, John took hundreds of hours of rigorous coursework and examinations to develop his skills in analyzing and developing personal long-term financial strategies, insurance planning and risk management, employee benefits planning, retirement, and estate planning. As a CFP
® professional, John must adhere to the CFP Board's Code of Ethics and Professional Responsibility which includes always acting in his clients’ best interest.
Away from the officeJohn enjoys being active, whether it’s waking up to walk a few miles, kayaking, or biking. His latest activity is learning to fly a glider.
John is an active member and Past President of the Rotary Club of Doylestown, a community service organization. He served on the Board of Directors for the Robert J. Leonard Foundation, an organization that mentors young adults aging out of the foster care system.
ExperienceSenior Vice President Senior Financial AdvisorInvictus Wealth Management
Wells Fargo Advisors Financial Network
Mar 2016 – present
Doylestown, PA
Vice President, Financial AdvisorMorgan Stanley Smith Barney
Mar 2001 – Mar 2016
Doylestown, PA
Commander, United States Navy, RetiredUnited States Navy
Aug 1980 – Feb 2001
Oak Harbor, WA, and additional US and foreign posts
EducationMaster of Science, Personal Financial Planning, 2010
College for Financial Planning, Centennial, CO
Bachelor of Arts, Geography, 1980
University at Buffalo, Buffalo, NY
OrganizationsRotary International, District 7430
Past Assistant Governor, Area 8, 2016-2020
The Robert J. Leonard FoundationBoard of Directors, 2011 - 2023
The Bucks County Estate Planning CouncilPast President, 2017-2018
Board of Directors, 2014 - present
Rotary Club of DoylestownPast President, 2014-2015
Member, 2009 - present
The Financial Planning AssociationMember, 2008 - present
Philadelphia Glider CouncilMember, 2021 - present
CertificationsCERTIFIED FINANCIAL PLANNER™Apr 2007 – Present
License 1119928
The Certified Financial Planner Board of Standards, Inc.
Chartered Financial Consultant®Mar 2014 – Present
The American College
Honors & AwardsSelected Military Medals and Awards
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Meritorious Achievement Medal (Three Awards)
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Air Medal (2 Strike/Flight Awards)
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Navy Commendation Medal (Four Awards)
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Navy Achievement Medal
-
Recruiter of the Year, Navy Recruiting District Albany
Skills & Services
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Retirement Planning
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Investment Planning
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Asset Allocation
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Risk Management
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Estate Planning Strategies
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Long-Term Care Planning
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Education Planning
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Life Insurance
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Qualified Retirement Plans
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Defined Contribution Plans
CA Insurance Producer License Number 0H96370. Resident State PA
