As a Financial Advisor, John helps individuals, families and business owners clearly define their goals and pursue financial confidence. John believes a financial advisor should be a lifelong resource to his or her clients, dedicated to assisting them throughout the various stages of their lives. At Oceanstate Financial, John is able to draw upon the wealth of knowledge from a team of specialists to create custom designed financial strategies for his clients.
John is a graduate of the University of Rhode Island where he earned a bachelor’s degree in Finance. He worked with Oceanstate Financials’ research desk as an investment analyst for four years before becoming a Financial Services Representative and Investment Advisor Representative in September of 2018. John holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, Series 7 and 66, and the Producers Life, Accident and Health licenses. He lives in North Kingstown with his wife Ali and son Henry, and during his free time enjoys playing golf, skiing, reading and traveling.