John got his start in the financial industry in 2002, working with investment products at The Hartford. After 5 years serving in this position, his desire to serve individual investors led John to become a financial planner in 2008. With his years of experience handling investment products, John is skilled at helping his clients effectively manage their assets and grow their wealth.
John received his Bachelor’s degree in Business Administration from Bloomsburg University, and his Master’s in Personal Financial Planning from the University of Missouri. He helped cofound The Wealth Factory in 2012, with the goal of becoming a quality, reliable financial advisor for his community in Central Pennsylvania.
Family is central to John’s life, and when he’s not serving his clients, he’s typically with his wife, Laura, and their two sons, Johnny and Paul. A long-time tennis player, he still enjoys hitting the tennis courts himself, and is also the head tennis coach at Lock Haven University. They currently reside in Williamsport, PA.
In addition to serving his community through his work as a financial advisor, John is also a Dwell Orphan Care founding board member and a part of the engagement committee for the Central Pennsylvania Chamber of Commerce.
John holds his FINRA Series 6, 7, 63, and 66 certifications and SIE through LPL Financial. He has also received his Producer Life, Accident, and Health license.