Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Saving for Education
  • Insurance
  • Investments
  • Retirement Income Strategies
  • Charitable Giving
  • Estate Planning Strategies

Education

  • Loyola University Maryland - 2001 - B.B.A., Finance (Major), Philosophy (Minor)

Awards & recognition

  • Five Star Wealth Manager, 2012-2024
  • Golden Rule Wealth Management, Forbes Best-in-State Wealth Management Teams, 2024

Community participation

  • Fuel Fund of Maryland | Board Member / Investment Committee Chairman, 2019
  • Walters Art Museum | Finance Committee Member, 2018
  • Historic Ships in Baltimore |Advisory Board Member, 2018
  • Loyola University Maryland | Sellinger Scholars Annual Leadership Dinner Keynote speaker, 2017
  • Smart CEO's Executive Management Award, 2017
  • The Baltimore Business Journal's 40 under 40 Honoree, 2016
  • Cystic Fibrosis Foundation - Maryland's Finest - Event Co-Chairman, 2016-2018
  • The Living Classrooms Foundation -Associate Leadership Council, 2016
  • The Daily Record's VIP (Very Important Professionals) List: Successful Under 40,
  • Cystic Fibrosis Foundation - Maryland's Finest Award, 2014
  • Living Classrooms Foundation -- Rising Star, 2012

Interests

John is an active participant in his community. He volunteers his time to multiple charities. In the summer time, he and his girlfriend, Kelsey, enjoy taking their sailboat (Curmudgeon) out. They hope to sail to Rock Hall for a long weekend. Additionally, they go for rides on his motorcycle and trips in his Jeep. He's slowly (but surely) working towards acquiring his pilots license. He enjoys vacations to Fenwick Island, Tangier Island and other relaxing locations.

My photos

1 albums
close