John is a 1984 graduate of Drexel University with a degree in accounting.
A financial advisor holding Series 7 and Series 66 registrations and insurance licensed, John's areas of focus include investments, retirement planning, tax planning and education planning.
John is also a licensed CPA in the states of New Jersey and Pennsylvania and is a member of the American Institute of CPA’s, New Jersey Society of CPA’s, and the Pennsylvania Institute of CPA’s.
During his career, which includes experience at one of the prestigious “Big 4” international CPA firms, John has worked with all different clients, from startups to $300M+ in sales volume. Ultimately John decided that his true passion is being a Trusted Advisor to Small Business Enterprises and Individuals.
John and his wife Barb reside in Moorestown, NJ. They have two grown children. Their son is a law enforcement officer and their daughter is an elementary school teacher.