I have been in practice with Raymond James in Wilmington, DE for more than 29 years. I have specialized in the various areas of financial planning, including retirement and estate planning. My passion is for helping people through the difficult process of managing money, from transitioning from work to retirement, to leaving funds to the family or charity through legacy planning. Investor behavior can have a devastating effect on portfolios. My role is to help my clients manage their emotions effectively, especially in these turbulent times, by having a well defined financial plan.
I graduated from Spring Valley High School in Columbia, SC and attended Hillsborough Community College while living in Brandon, FL. In 2006, I obtained my CFP® certification.
I have many interests outside of financial planning and am an active member of my community. I am a board member of the Baptist Foundation of Maryland/Delaware, past member of the Finance Committee of Urban Promise in Wilmington, past Board member of Delaware Youth for Christ.
On a more personal note, my wife, Jan, and I have been married for more than 40 years. We have four wonderful children and are blessed with six very energetic grandchildren. I am originally from Carlisle, PA and traveled the world as an "Army Brat". My family and I have made Wilmington our home for the last 29 plus years. We attend Sycamore Hill church where we serve in music ministry and Sunday school.
John holds the following securities licenses:
Series 7, 9, 10, 24, 63, 65.
In addition to a Life/Health insurance license.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.