As Vice President, John assists clients in organizing their financial affairs and developing comprehensive plans for achieving their personalized goals.
John is a graduate of James Madison University, with a Bachelors of Business Administration degree. He currently holds the professional credentials of CERTIFIED FINANCIAL PLANNER™ Practitioner, Accredited Investment Fiduciary®, and Chartered Retirement Plans Specialist®. In addition, he has FINRA series 7 and 66 registrations, Life and Health Insurance licenses, and is an Investment Advisor Representative of Commonwealth Financial Network.
John lives in Midlothian, VA, where he enjoys spending time with his wife, Maeve, and their two daughters, Emma and Jacquelyn. While balancing his passion for work and family, his favorite activities include playing golf and traveling.