John brings over a decade of leadership experience within top-tier wealth management, accounting, and consulting firms. Throughout his career, John has orchestrated the success of numerous teams, achieving pivotal strategic growth objectives while optimizing operational efficiencies for scalability.

With a focus on cultivating exceptional client experiences, John’s goal is to ensure each client feels deeply valued and exceptionally cared for. John’s will diligently work with the Wealth Advisor and Wealth Management teams to deliver unparalleled client service.

John graduated from Ramapo College with a Bachelor’s degree in Business Communications. John lives in Fort Lauderdale and enjoys sports, exploring new countries, and relaxing on the beach with his dog, Hank.