John is a seasoned financial services executive with over 18 years of experience. His profound knowledge allows him to offer clients a wide variety of planning services to meet their needs and assist them in finding financial solutions for their future. His lengthy career includes serving as a Wealth Consultant at Diamond Wealth Advisors, Vice President with John Hancock Investments and Vice President at American Funds/Capital Group, which is one of the largest investment management organizations in the country. From building client portfolios and developing financial planning strategies, John’s dedication has benefited countless investors and institutions. He lives in Mechanicsburg, PA with his wife, Stephanie and their three young children. In his free time he enjoys staying active, golfing and traveling.
- BS in Finance, Bentley University
John serves clients at our Malvern, Fort Washington and West Conshohocken offices.
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