As a CERTIFIED FINANCIAL PLANNER™ Professional and Investment Advisor Representative, John chooses to work with a highly selective group of clients who require a special level of personal service. His clients tend to be executives, small business owners, widows, and/or divorcees. They all share a common goal of developing a personalized financial plan that can help them to grow their assets, preserve their standard of living, and work towards their long-term goals.
John helps clients by simplifying complex financial issues; which often makes it easier for them to discover how they can pursue their personal goals. John specializes in turning unsure goals and unorganized plans into concrete objectives and organized strategies that propose strategies to everyday financial planning questions.
John lives in Fairfield, Connecticut with his wife Meg and his four sons, Max, Bryan, Tom, and Nick. His involvement in coaching and cub scouting goes beyond spending time with his family, it acts as a manifestation of his belief in giving back to the community and helping others.
Get to know John...
Favorite part about working at MONECO: The opportunity to participate in positive change for our clients in the present, and future.
Way to spend time outside of the office: Getting in my daily workout and spending time with anyone who can laugh at themselves!
Biggest challenge at MONECO: Utilizing our firm’s processes to best meet the need of our clients.
Most enjoyable aspect of financial advising: Being an agent of change. I help clients take complex financial issues and create flexible, clear solutions that reduce stress and increase their comfort levels.
Quotation: "Do...or do not. There is no try"
Vacation: The Outer Banks, North Carolina
TV Show: “Breaking Bad”
Genre of Music: Electronic Dance
Sports Team: College football and the New York Giants