John brings over 31 years of finance and financial services experience to his clients. His knack for crafting strong retirement planning strategies has led him to collaborate closely with Fortune 500 companies, helping their employees plan for retirement with confidence.

Before diving into financial advising, John was a senior accountant and internal auditor. He is currently an active member of the D.C. Institute of CPAs and dedicates time to serving on the board of Bethesda Cares. In his spare time, John enjoys spending quality time with his wife, Noelle, and their three children.