John has been in the Financial Services Industries since June 1989 and has been working with Individuals, Families and Small Businesses helping them to work towards their financial goals through a thorough process which includes Fact Finding, Implementation, Monitoring and Adjusting when necessary.
John currently holds his Series 6, 63 and 10 with LPL Financial along with his Life, Accident and Health Insurance Licenses in New York & New Jersey.
John has Graduated and taught The Agency Managers Training Council (AMTC) course and The Life Underwriters Fellowship (LUTCF) courses.
He is also a graduate of the Dale Carnegie Leadership for Managers Course and Disney Keys to Excellence for Leaders Course.
John has done public speaking at various organizations such as; Rotary, YMCA, Church Groups and Senior Centers on a variety of topics.
John strongly believes in Community involvement and is a member of the Guilderland Elks Lodge. He has Served as Past President of The Shenendehowa Rotary Club and was a two-time Paul Harris Fellow.
John is proud of his Fund-Raising efforts for the Feed the Children Foundation, Alzheimer’s Association, St. Baldricks and Breast Cancer events.
John enjoys spending quality time with his wife Leona, family and friends.
Music is a passion of John’s and he sings and plays guitar in his Rock & Blues Band, HomeMade which features his son Adam on Drums.
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