As a Financial Advisor, Accredited Investment Fiduciary (AIF®) and Certified Investment Management Analyst (CIMA®), John has been dedicated to the financial services industry since 2005.
With nearly 20 years of experience, he has worked for several of the world’s top asset managers. Most recently, he served as Vice President of Retirement Investing at Nuveen (a TIAA company), assisting employers in 401k plan design and helping individuals plan their saving and spending in retirement.
Though John has a broad range of knowledge in financial planning, he especially enjoys retirement investing, asking individuals and employers two questions: What can be done to grow and protect a nest-egg before retirement, and what can be done to optimize income in retirement?
Whether you are planning for retirement, an estate, or pursuing a near-term goal, John uses his experience and knowledge to serve as a trusted advisor in realizing your vision.
John earned his Bachelor’s Degree in International Politics from Boston College in 2005. He is state insurance licensed and currently holds his Series 6, 7, 63 and 65 securities registration.
Born and raised in Maine, John and his family have returned home from Boston, Massachusetts. He currently resides in Falmouth with his wife, Nicole, and three children, Wyatt, Hugh, and Grace.
In his free time, John enjoys cooking, camping, and discovering the path less traveled.