Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Cash Flow Management Strategies
  • Business Retirement Plans
  • Family Finances
  • Saving for Education
  • Charitable Giving

Education

  • John graduated from Edinboro University of Pennsylvania, earning a Bachelor of Science in Business Administration with a concentration in Personal Financial Planning.

Awards & recognition

  • Voussoir Financial Partners, Ameriprise Client Experience Award, 2023

Previous experience

  • Financial Planning Specialist- Ameriprise Financial Services, LLC, 2022

Community participation

2022-2023 Iroquois Junior High School Basketball Team
2022-2023 Iroquois Junior High School Basketball Team

Coach of the Iroquois Junior High School Basketball Team

Interests

John currently lives in Erie, PA. He enjoys golfing, spending time outdoors, watching sports, traveling, and spending time with his family and friends.

My photos

2 albums
close