John provides advice to high net worth individuals, families, businesses, nonprofit organizations, and fiduciary clients in all areas of their investment and wealth management needs.
Certified Public Accountant/Personal Financial Specialist™, CERTIFIED FINANCIAL PLANNER™, Master of Taxation
Florida Atlantic University, Master of Taxation
St. John’s University, B.S., Accounting, minor in Economics
Board of Directors of the Boys & Girls Club of Citrus County
Citrus County Rotary Club
Trinity Catholic High School Strategic Long-Term Planning Committee