With an affinity for helping others, John has been serving clients as a financial advisor since 2009. In his position here, he works intimately with clients to create simple solutions to their complex concerns.

John earned a degree in Finance from the University of Rhode Island before entering the financial services industry. He currently has his Series 7 and 66 registrations, as well as life and health licenses.

John is married to his wife, Elizabeth, who is a special education teacher. Together, they have a daughter, Amelia, and a son, James. When he’s not in the office, John enjoys playing a round of golf, biking, hiking and playing board games or card games with family and friends.