About
John
John has always wanted to help people and has long been interested in investments and learning finance. He recognizes that financial planning is important to any individual looking to accomplish their life goals, as without budgeting or financial analysis you may never know where your cash flow stands. With that in mind, John helps clients by listening to what is important to them and helping them understand where their priorities lie. Specifically, John assists colleagues in maintaining their book of business, ensuring all clients’ needs and objectives are being met. He also helps maintain and update financial plans as well as guide clients through their investments and overall portfolio allocation while ensuring all clients’ requests are dealt with in a timely manner.
John began his career in fund accounting before quickly moving on to join Mercer Advisors as a Client Associate. From there, he moved to a small advisory office, Wealth Management Solutions, as an Associate Advisor, then to Girard Partners as a Senior Client Services Manager. His career eventually took him from Pennsylvania to St. Louis, where he served as a Client Associate for Precision Wealth Strategies before joining Focus Partners in 2025.
John currently lives in Ellisville, Missouri, where he enjoys working out and hiking with his dog, Ned. In his free time, John watches sports and is a big Philadelphia sports fan. He also enjoys movies, reading, and video games.
Education and Professional Milestones
-Widener University - bachelor’s degree in financial planning with a minor in accounting
-Holds a Series 65 certification
John has always wanted to help people and has long been interested in investments and learning finance. He recognizes that financial planning is important to any individual looking to accomplish their life goals, as without budgeting or financial analysis you may never know where your cash flow stands. With that in mind, John helps clients by listening to what is important to them and helping them understand where their priorities lie. Specifically, John assists colleagues in maintaining their book of business, ensuring all clients’ needs and objectives are being met. He also helps maintain and update financial plans as well as guide clients through their investments and overall portfolio allocation while ensuring all clients’ requests are dealt with in a timely manner.
John began his career in fund accounting before quickly moving on to join Mercer Advisors as a Client Associate. From there, he moved to a small advisory office, Wealth Management Solutions, as an Associate Advisor, then to Girard Partners as a Senior Client Services Manager. His career eventually took him from Pennsylvania to St. Louis, where he served as a Client Associate for Precision Wealth Strategies before joining Focus Partners in 2025.
John currently lives in Ellisville, Missouri, where he enjoys working out and hiking with his dog, Ned. In his free time, John watches sports and is a big Philadelphia sports fan. He also enjoys movies, reading, and video games.
Education and Professional Milestones
-Widener University - bachelor’s degree in financial planning with a minor in accounting
-Holds a Series 65 certification