Investment Planning Coordinator

John has well over a decade of experience in the investment arena. He spent nearly ten years on the floor of the NYSE where he coordinated and performed hands on trading for a specialist firm. John then went on to pursue his passion for helping people with their financial needs. He is a registered representative and the investment coordinator for our practice. John holds a Bachelor of Arts Degree from Hartwick College in Oneonta, New York.

He and his wife of 10 years live in West Caldwell with their two daughters. His passion for sports explains his competitive spirit. In his free time he likes to play golf, tennis and spend time with his family and friends.