If you ask John his goal, he’ll tell you it’s not to make you rich. He’ll tell you it’s to make sure you don’t end up poor.

We believe this refreshing honesty separates him from the rest of his field. It’s also how he builds the trust so fundamental to growing meaningful relationships with his clients.

Risk Management Is the Priority

It would be an understatement to say John takes planning seriously.

As a Commander in the US Navy, he logged more than 2,000 flight hours and 620 carrier-arrested landings. Planning was always at the forefront of his thinking process because real lives were at stake.

Planning is just as important to him today because real livelihoods are at stake.

When developing investment strategies, he asks himself, “What’s the worst-case scenario for this?”. The reason is simple: He wants to create a plan that can serve you for the rest of your life—and thorough planning can help achieve that mission.

Empathy, Experience and Education

The last thing John will ever recommend is investing his client’s money in an industry or field he doesn’t understand. And the time he’s invested gaining knowledge means he understands a great deal.

John has more than 20 years’ experience as an investment planner. He holds a Master of Science degree in Personal Finance Planning, the CERTIFIED FINANCIAL PLANNER™ certification, Chartered Financial Consultant designation, plus numerous securities registrations and insurance licenses.

Out of the Office

John enjoys being active, whether it’s waking up and walking a few miles, kayaking or biking. John is an active member and Past President of the Rotary Club of Doylestown, a community service organization. He also serves on the Board of Directors for the Robert J. Leonard Foundation, an organization that mentors young adults aging out of the foster care system.

Experience

Senior Vice President
Senior Financial Advisor
Wells Fargo Advisors Financial Network
Mar 2016 – Present
Yardley, PA

Vice President, Financial Advisor
Morgan Stanley Smith Barney
Mar 2001 – Mar 2016
Doylestown, PA

Commander, United States Navy, Retired
United States Navy
Aug 1980 – Feb 2001
Oak Harbor, WA, and additional US and foreign posts

Education

Master of Science, Personal Financial Planning, 2010
College for Financial Planning, Centennial, CO

Bachelor of Arts, Geography, 1980
University at Buffalo, Buffalo, NY

Organizations

Rotary International, District 7430
Past Assistant Governor, Area 8, 2016-2020 

The Robert J. Leonard Foundation
Board of Directors

The Bucks County Estate Planning Council
Past President, 2017-2018
Board of Directors, 2014-2021  

Rotary Club of Doylestown
Past President, 2014-2015

The Financial Planning Association
member

Certifications

CERTIFIED 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 & Awards

Selected Military Medals and Awards

• Meritorious Achievement Medal (Three Awards)
• Air Medal (2 Strike/Flight Awards)
• Navy Commendation Medal (Four Awards)
• Navy Achievement Medal
• Recruiter of the Year, Navy Recruiting District Albany

Skills & Services

• Retirement Planning
• Investment Planning
• Asset Allocation
• Risk Management
• Estate Planning Strategies
• Long-Term Care Planning
• Education Planning
• Life Insurance
• Qualified Retirement Plans
• Defined Contribution Plans

CA Insurance Producer License Number 0H96370. Resident State PA