John is a dedicated and careful Financial Consultant who has achieved the industry designation of Certified Retirement Counselor (CRC). He works with our members to help them achieve their uniquely personal goals by helping them assess their current financial situation, understand their future needs, and develop flexible strategies. His focus is on helping clients achieve optimal returns while employing multiple risk management strategies.
He has a talent for helping to make complex and confusing issues understandable for investors and they enjoy his down-to-earth style that puts them at ease.
His expertise in advising retiring members on their federal employee Thrift Savings Plan (TSP), and other government and private employee plans (401k, 403b and 457b) has been particularly helpful to them. John not only specializes in investments, but also in distribution strategies, and smart techniques for passing assets on to the next generation.
Before joining Hanscom he worked for a national wealth management firm. He was one of 4 advisors on a team which managed over $300,000,000 in retirement and investment assets. He also worked for one of the largest retail banks in the United States providing financial advice to their customers.
In addition, John is an attorney with an extensive legal background. He practiced law for many years before transitioning to the financial services industry over a decade ago. While John, in his capacity as an LPL Financial Advisor, is not permitted to give legal advice, his legal experience helps to inform his retirement and investment planning process.
John is a past member of several non-profit boards, including as a member of an auxiliary board for a hospital, and past chair of a local YMCA.
John’s interests include the classics in poetry and literature, and jazz piano. CRC conferred by InFRE®.
State Registrations: AR,CO,CT,FL,GA,IL,KY,MA,MD,ME,NC,NH,NY,OH,RI,SC,TX,VA