John is a CERTIFIED FINANCIAL PLANNER™ and a graduate of the University of Florida with a degree in Business Administration. He began his career with Merrill Lynch in 1985 and has experience in portfolio management, retirement strategies, and estate planning. John lives in Tampa with his wife Kathy and two children. He volunteers at various organizations and enjoys coaching youth athletics.

• CERTIFIED FINANCIAL PLANNER™ (CFP®)

• University of Florida BSBA
• Rollins College Financial Planner Program

• Series 7, General Securities Representative
• Series 63, Uniform Securities State Agent
• Series 65, Investment Advisor Representative
• State of Florida Life, Health Insurance and Variable Annuities Licensed

• Florida Bar Grievance Committee
• Various coaching postions
• Tampa Bay Little League Board of Directors
• YMCA

AL, CA, CO, CT, DE, FL, GA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MO, NC, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WI