Focus

It 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 & experience

John’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 financial 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™ (CFP®) 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 PLANNERTM, or CFP® 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 office

John 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 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
Invictus Wealth Management
Wells Fargo Advisors Financial Network
Mar 2016 – present
Doylestown, 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, 2011 - present

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

Rotary Club of Doylestown
Past President, 2014-2015
Member, 2009 - present

The Financial Planning Association
Member, 2008 - present

Philadelphia Glider Council
Member, 2021 - present


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

Focus

As Client Associate at Invictus Wealth Management, Kathryn is dedicated to building personal and professional relationships with clients. She brings her experience and background in finance, analytics, and a keen attention to detail when providing clients with a high level of personalized service.

Background & experience

Kathryn’s educational background includes earning her undergraduate degree in finance and supply chain management from Lehigh University and her MBA in data analytics from Villanova University. Kathryn worked for an industrial gas company as an analyst while working on her MBA, which focused on gaining insight into the interactions of markets and economies, and how government regulations affected those markets.

Today, she works with her father as a Client Associate and part of a multi-generational wealth management team. Kathryn embraces the importance of helping the next generation and works to put investment planning strategies in place to address each client’s financial milestones as well as achieve their vision of the future.

Away from the office

In her free time, Kathryn enjoys the outdoors and stays active skiing, hiking, and traveling abroad to experience different cultures. She traveled extensively as part of her MBA program including visits to Santiago, Chile and Buenos Aries, Argentina to learn about their country’s development and how businesses operate in emerging economies