“How you do anything is how you do everything.”
About
Guiding Your Journey from Career to Retirement with Confidence
With more than 26 years of experience in the banking and financial industry, John’s specialty is portfolio management. He joined The Wealth Group in 2009 and is responsible for managing client portfolios.
John is intricately involved in asset allocation strategies for the customer base. He previously held the position of Financial Specialist at Wachovia Bank and Financial Advisor for Ameriprise Financial. In addition, John holds several securities trading licenses including Financial Industry Regulatory Authority (FINRA) Series 7 and 66.
John is a member of the Danbury Chamber of Commerce and does volunteer work with the Newtown Scholarship Association.
John’s Niche
I enjoy assisting clients nearing retirement in the transition out of the work force and into retirement.
Core Values
Empowering clients to achieve their dreams through personalized wealth management that honors their unique values and priorities.
Your Team of Trusted Professionals
Insights
Estate Planning is important for everyone, no matter your age or amount of wealth. Contrary to what ...
A Look at the Importance of Estimating and Generating Income for Retirement Plans. Where do I start?...
While people are itemizing less often, there still could be some additional tax savings. With the pa...