John is a licensed Certified Financial Planner® (CFP^®) and a CPA (although he no longer practices public accounting). John spent a decade in public accounting during the 1990’s, working with individuals and business owners. While specializing in personal taxation, he found that many of his clients sought financial planning advice from a trusted source. John became licensed as a Certified Financial Planner^® in 1998 and started his own financial planning firm shortly thereafter. His strong background in personal taxation is an excellent complement to his knowledge of investments, insurance, and estate planning.

John is an avid foodie and wine collector, often making fine dining recommendations and sharing recipes with his clients.