John’s focus is on helping individuals and families manage their investments and plan for retirement. John utilizes a consultative process that helps ensure his clients’ saving and investing activities align with their personal goals and objectives.
John is a Chartered Retirement Planning Counselor, CRPC®. John earned his B.S. in Business Administration with a concentration in Financial Analysis from the State University of New York at Buffalo. He holds the FINRA Series 7 and Series 66 with LPL Financial and the New York State Life and Health License.
John and his wife Laura live in Syracuse with their two daughters. On the weekends they love exploring all Central New York has to offer, including some beach time at their favorite State Park, Green Lakes. When they’re not on the go, nothing beats relaxing with plenty of family and friends for a simple cookout on the deck.