“If you don’t like something, change it. If you can’t change it, change your attitude. Don’t complain.”
– Maya Angelou
John established the firm in 2004 after an extensive career as a corporate executive.
A graduate of Rutgers University with a BA in Sociology, John contributed to the book Just Give Me The Answers and developed personal financial plans for hundreds of clients. He believed that each plan must be a combination of analysis, recommendations, and implementation guidelines that reflected a client’s unique situation.
In February 2015 John retired as a financial planner, and now acts in an advisory role to our firm.