About me
John was born and raised in Connecticut. He moved to Florida in 1986. John attended the University of South Florida where he obtained a Bachelor of Science degree in Finance. In his downtime, John enjoys being on the water, traveling and spending time with his two dogs Daisy and Cammi.
Professionally, after graduating college John started a local marine coating company working with clients such as Donzi and Wellcraft. Five years later, he sold it to a larger company in town to pursue a new path. John joined Northwestern Mutual in 2003 and is focused on using his experience to help other business owners with financial planning.
Lending a hand in my community.
John is dedicated to helping the local community and various organizations. He enjoys attending events and volunteering his time to support organizations that make a positive impact on the community.
Some of the organizations that are important to John are:
Satchels Last Resort Animal Sanctuary
An adoption rescue shelter for dogs and cats.
Operation Patriot Support
An all-volunteer organization that supports our country's veterans, law enforcement, first responders, and their families that have been wounded, injured or are in need.
Here are my areas of expertise
I have been in the industry since 2003 specializing in local small business planning.
Financial Planning
Retirement Planning & Income Strategies
Tax-Efficient Strategies
Qualified Plan Design Assistance
Qualified Plan Employee Education
Business Employee & Executive Benefits Planning
Business Risk Management
Business Planning & Succession
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
