John is an Associate Financial Advisor with prior experience at Snowden Lane, following the start of his career at New York Life. He is a graduate of the College of Charleston, where he earned a degree in Business Administration with a concentration in Finance. John holds the Certified Financial Planner™ (CFP®) and Certified Plan Fiduciary Advisor (CPFA®) designations, and maintains his Series 7 and 66 registrations, as well as Life and Health Insurance licenses.   He works closely with the team to support comprehensive financial planning and investment strategies, helping clients navigate key decisions related to their financial goals. John is committed to delivering exceptional client service and building long-term, trusted relationships with clients.

He currently resides in Stamford, Connecticut with his Doberman Wilson. Outside of the office, John enjoys running, traveling, and spending time with family.