John partnered with Commonwealth Financial Group in 2015. After successfully growing his business in Burlington, Vermont, he decided to relocate to Boston, Massachusetts to continue the expansion of his planning practice. Currently, John leverages his extensive professional network to benefit his dynamic client base, which includes business owners, corporate executives and individuals actively engaged in private equity, hedge funds, venture capital, real estate, and real estate private equity. He continues to demonstrate his enthusiasm for comprehensive planning and values his work implementing progressive investment and risk management strategies on behalf of his clients.
John recognizes that financial planning can be an emotional journey. After experiencing the sudden death of his mother during childhood, John understands firsthand that being properly educated around financial planning strategies is vital to a person's future financial independence. John’s experience makes him an excellent resource as he guides his clients in preparing themselves for life’s next steps and uncertainties. He seeks to properly educate his clients through recommending circumstance-appropriate financial strategies while connecting with them on both a professional and personal level.
John currently resides in Boston with his girlfriend Emily and dog Juniper and enjoys hiking, mountain biking, traveling and engaging in new business opportunities. John has visited 46 out of the 50 United States and is also a proud Eagle Scout.
101 Federal Street, Suite 800
Boston, MA 02110