224 Liberty Street #B
My reasons for becoming a financial professional are deeply personal. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future. After years in the business, I have developed a process for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. My family and I feel a deep commitment to our surrounding communities.
John began his career in the financial services industry in 2000. Since that time John has been focused on helping his clients pursue their financial goals. John attained the designation of ChFC® (Chartered Financial Consultant®) in July 2018. This designation, from the American College of Financial Services, "is a mark of excellence that acknowledges that an advisor has a comprehensive education in financial planning, with an emphasis on modern, applications-based concepts."* John graduated from Penn State Behrend in 1999 with degrees in Business Economics and Management. John currently lives in the Warren area with his wife, Maria, and their four children. They enjoy spending time being involved with the various sports and activities in which their children partake. They are also very involved with the local chapter of Make-A-Wish and Penn State Behrend's Alumni Society.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.