John has over forty-two years of industry experience and has built a career defined by dedication, innovation, and service. He holds a bachelor’s degree in finance and business administration and is a Master Registered Financial Consultant. Throughout his career, John has received numerous industry awards and commendations for his work.

John takes pride in his creativity and technique, aiming to create balanced, flexible plans tailored to each client’s personal and business needs. Whether designing a comprehensive investment or financial plan or building a 401(k)/benefit plan for business owners and their employees, he is committed to delivering excellence in helping clients achieve their goals.

He is an active member of several professional organizations, including the International Association of Registered Financial Consultants and the Bucks County Estate Planning Council. As an Adjunct Professor, John teaches Continuing Education classes to Certified Public Accountants at Philadelphia Community College. He remains committed to his profession by completing over 40 continuing education credits annually and has been a speaker at various industry conferences and events.

A longtime resident of Central Bucks County, John is deeply involved in his community and supports numerous charitable organizations. He currently serves as the Fundraising Chairman for the "Friends of the Borough Dam," organizing annual fishing derbies for children, individuals with disabilities, veterans, and nursing home residents. John is also a Mason and a Shriner, volunteering as a member of the Outreach Committee for Masonic Lodges and Retirement Villages throughout Pennsylvania.