John’s depth of knowledge gives him an edge in assessing each client’s individual risk tolerance and developing the right strategies to maximize their wealth and reach their goals.
Before joining WMS, he served in the Army and had successful careers in the energy and financial service industries.
John brings a commitment to integrity and excellence in his work. His extensive credentials combine with a genuine interest in building lasting relationships with his clients. John enjoys making personal connections that enable him to effectively design, implement and monitor top-quality strategies to meet his clients’ needs.
John and his wife of 50 years, Beverly, live in West Chester, PA. When they’re not working The New York Times crossword puzzles, they enjoy organic gardening and training their two Weimaraners to accompany them on hunting trips.