He is also credentialed as a Personal Financial Specialist, a designation specifically limited to financial planners who are Certified Public Accountants. John is a full service Independent Financial Advisor with over 30 years of broad based financial services industry experience. He has implemented planning strategies for clients in the tri-state area and has also serviced clients in Florida, Texas, Georgia and Illinois. He believes in a team approach to planning, working with his team, or the client's team of Attorneys, CPA's and other specialists appropriate to the situation. John has been recognized for his work and leadership by Northwestern Mutual, Fleet/Bank of America, and WAMU/JPMorgan Chase.