John joined CFG in 2017 as part of the merger with MassMutual Northern New England, where he had been since 2015. Prior to his time at MassMutual, John worked at Enterprise Rent-A-Car for 2.5 years. John decided to make the change to the financial services industry to expand on his passion for assisting others in a more profound manner.
John approaches his practice utilizing a macro approach of a client’s financial situation. Rather than leading a conversation with products and services, he focuses on product-neutral financial planning. John is increasingly developing a specialty in the business planning market.
John graduated from the University of Vermont in 2013 with a B.S. in Entrepreneurship. He has his series 6, 63, and 65 FINRA registrations and his life and health insurance licenses.
He currently lives just outside of Boston, MA in Jamaica Plain. He enjoys hiking, mountain biking, traveling, snowboarding and entrepreneurship. John has visited 46 out of the 50 states and is also an Eagle Scout.
101 Federal Street, Suite 800
Boston, MA 02110