John is a second-generation financial advisor and has provided financial planning and investment advisory services to corporate executives, entrepreneurs, medical professionals, and other high-net-worth individuals and their families since 2004.
John received a bachelor’s degree from Haverford College, where he was a four-year starter and All-Centennial Conference soccer player. He attained his Chartered Financial Consultant (ChFC®) and Certified Family Business Specialist (CFBS) designations from the American College. He is a member of the Financial Planning Association, the Philadelphia Estate Planning Council, and the National Association of Insurance and Financial Advisors.
John lives in the Northern Liberties neighborhood of Philadelphia and enjoys skiing, playing golf, and following Philadelphia sports teams.