“I grew up in a retail environment and have always enjoyed analyzing finances. I learned early on that I was good at working with numbers. I also enjoy learning about my clients and thinking creatively about how best to meet their needs. Wealth management is not just for the wealthy. The last thing a person wants to worry about is money. As a Certified Public Accountant, I help clients properly manage all facets of their finances, from risk management to investments, education and estate planning. I also help them work through their tax issues, from income tax filing to estimated payments and tax deferred aspects of various investments. My clients trust me with personalizing solutions geared to their particular life situation.”
John enjoys spending time with his wife and their five children. In their free time, the family are avid tennis fans and players. They are also enthusiasts of boating, off-shore fishing, golf (John’s daughter plays on the boys varsity team), hiking and skiing.
COMPREHENSIVE WEALTH MANAGEMENT SERVICES:
- Investment Management
- Cash Flow/Debt Management
- Family Risk Management
- Retirement Planning
- Estate Planning
- Education Planning
- Business Start-ups and Accounting
LICENSED:
Certified Public Accountant; Series 6 & 63;
Life, Accident & Health Insurance
MEMBER:
American Institution of Certified Public Accountants
New York State Society of CPAs
National Conference of CPA Practitioners
AICPA Personal Financial Specialist PFSSM