John brings a relaxed, experienced perspective to comprehensive retirement planning, shaped by a career rooted in both family influence and professional leadership. Inspired by his mother’s 30-year career as an advisor, John grew up in the business and focuses on delivering clarity, confidence, and long-term direction through personalized financial guidance.

Working in a fiduciary capacity, he believes the best outcomes come from trust, transparency, and truly having clients’ best interests at heart. By taking a simplified, analytical-based approach, John helps clients make informed decisions without feeling overwhelmed. He also aims to foster personal connections that create continuity throughout each stage of the planning process.

With over 16 years of experience across wealth management, accounting, investment banking, and consulting firms, John brings both technical experience and strategic insight into every relationship. As Chief Client Officer, he is focused on ensuring each client has a consistent and impactful experience during their time working with him and the team at Global Wealth.

John earned his Bachelor’s degree in Business Communications from Ramapo College and holds his Series 65, Life & Health Insurance Licenses and stays current by closely monitoring changes in tax law, market dynamics, political movements and governmental regulations.
After relocating to South Florida to be closer to family, John enjoys golf, trying new restaurants, traveling, and spending quality time with his wife Hilary and their dog, Hank. He also supports organizations including Imagine, A Center for Coping with Loss, St. Jude’s, Breast Cancer Awareness, Shriners Children’s Hospital, and Joe DiMaggio Children’s Hospital.

His favorite quote: “Some people want it to happen, some wish it would happen, others make it happen.” – Michael Jordan