Our Team
Since beginning his career in the financial services industry, John has been committed to providing his clients with the highest quality of service and financial advice. As a Certified Financial Planner™ (CFP®) professional, John adheres to an investment philosophy that emphasizes strategic planning. Utilizing a consultative approach, he works to help his clients manage their wealth. Whatever is important to his clients—their retirement needs, children’s education, long-term care and insurance concerns, estate planning and more—will influence the recommendations he makes to help them meet those goals.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan with high-level service that helps your valued employees achieve financial security.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of higher education may require a customized plan to meet your funding needs, while balancing other expenses and goals.
Estate Planning
You've worked hard to accumulate assets, build wealth, and provide for your family, building a legacy – we're here to help ensure that legacy is carried out and protected.
Community Involvement
The professionals at Janney live and work in over 100 regions across the country - from large metropolitan areas to small towns. We are proud of the level of commitment and involvement our employees exhibit through numerous organizations and associations in their various communities.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Up Next: Janney's Mid-Year Market Update
What’s next for the economy and markets?
Recent Event: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Recent Event: Holistic Financial Strategies for Business Owners: Build, Grow, and Transition
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?*
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
June 04, 2025
Financial Planning: Bringing Stability—and Possibility—to Your Life
Financial planning isn’t just about retirement or saving for the future, it can also be about accomplishing your lifestyle goals—like world travel or a buying a second home.
May 21, 2025
Janney's Mid-Year Market Update
What’s next for the economy and markets? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares its views on the economy and markets, inflation, monetary and fiscal policy, and what it all means for your portfolio strategy.
May 16, 2025
Planning to sell your business? Start preparing early to ensure a smooth and profitable transition.
Check out these key steps to get your company ready.
Read more: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/02/28/getting-your-company-ready-for-sale
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Marriage, Divorce, and Financial Planning: Building and Protecting Your Financial Future
Marriage is not just a union of hearts. It is also a merger of finances, responsibilities, and legal commitments. When that union ends, whether amicably or not, the financial consequences can be significant. Preparing for these transitions with a clear financial strategy is one of the most empowering steps you can take.
Planning Strategies for Remaining 529 Balances
If you saved more for college than you needed, here’s how to make the most of the leftover funds.
Life Events May Trigger Lending Needs
Life is full of events and circumstances that may throw financial curveballs, which is why when it comes to your liquidity needs, your financial plan should address borrowing solutions that may be immediately accessible, when and if necessary.
Office Information
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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.