INTRODUCTION

“Finding Success in Your Financial Life”

John has been educating and advising clients for more than thirty years. He and his team are passionate about helping every client reach their financial goals. The creation and management of wealth is a top priority. The goal for all clients is to educate them about decisions that will enable them to live comfortably, retire early, and provide for their children and grandchildren. With those objectives in mind, John offers his clients a variety of services including retirement planning, investment management, wealth management, tax planning, estate planning, and asset management. John is a financial educator and a wealth manager.

HISTORY

John is originally from Long Island, New York. After graduating from high school, he moved to Louisville with his family. John graduated in 1986 from Bellarmine University where he majored in accounting and marketing. After graduation, John began as an advisor with American Express where he practiced for 20 years. In 2007, John made the move to Money Concepts. John is able to offer a wide variety of nonproprietary products and services to his clients. Helping clients determine which financial choices fit their individual situation is always John’s goal.

A great communicator, John is excellent at educating his clients and explaining the financial planning process. John’s clients learn about developing and prioritizing goals and objectives. John works to give his clients a real plan for their financial life.

John’s clients include anyone who wishes to learn about, and make, great financial decisions. John serves business owners, retirees, educators, and medical professionals, to name a few.  Maximizing retirement income, creating and preserving wealth, and achieving financial peace of mind are among the goals and objectives for John’s clients. For more than 30 years, John has been approved by Jefferson County Public Schools as a financial advisor and retirement professional.

LICENSES HELD/AWARDS

• Series 6- Mutual Fund, Annuities and Insurance Premium Representative
• Series 63- Uniform Combined State Law Examination
• Securities Licensed in KY and IN
• 2008 Millionaire’s Club
• 1992 Mercury Award Winner

ACTIVITIES AND INTERESTS

When John is away from the office, he enjoys spending time with family. Rooting for their favorite sports teams, John and his family often watch games together. John loves to stay active by exercising and walking the family dog. Taking day trips to enjoy the beautiful countryside and horse farms of Kentucky is also a favorite pastime.