In 1988, John began his journey in the Financial Services Industry. What started out as a job, became something more with each passing year. John soon realized the value rooted in learning, listening and realizing the power of the Financial Service Industry for people of all walks of life. He met families who were curious, but uncertain about their financial future. He was introduced to business owners working tirelessly to maximize the value of their business. In fact, John met people who radiated not just about themselves, but mostly for their loved ones and their happiness.
Since 1988, John has held executive responsibilities in marketing and financial education mentoring promising new financial advisors. While on their road to achieve personal success, John partnered with these same advisors to form his own financial planning practice. Realizing that his clients could prosper from the intellectual capital brought by financial experts in estate planning, asset management and business owner solutions, John’s team approach became the cornerstone of his practice.
Placing clients’ needs at the center of all strategies is the foundation of John’s holistic approach. Listening and understanding his clients’ goals and concerns, John is an educator whose mission is to organize and present mutually agreed upon solutions to confidently implement a financial strategy.
Today, John’s clients have become friends as together they build trust and endeavor to accomplish tangible goals. I’m excited to have the opportunity to listen, learn and share a small part of their personal journey.
After careful consideration, John chose to work with Delaware Valley Advisors and become a Registered Representative and Investment Advisor Representative of Securian Financial Services Inc. The shared values, ethics and Securian Financial Services’ open architecture insurance and investment platform is the perfect complement for John’s valued clients and trusted relationships.
John holds the Series 6, 63 and 65 FINRA registrations and is Life & Health and Property & Casualty licensed in NJ, PA, DE and VA. 3118949 DOFU 6/2020