John has over 31 years experience in finance and financial services. A leader in his field, John has been named by Barron’s as one of the top 1,200 advisors in the country in 2019-2014, 2012, 2011 and 2010. Having emphasized the retirement planning area for more than 30 years, John has worked closely with numerous Fortune 500 companies to help their employees develop sound investment strategies for their retirement plan assets.
John received his BS degree in accounting from George Mason University in 1980 and has carried a Certified Public Accountant (nonpracticing) designation since October 1983. John previously served as a senior accountant with Councilor, Buchanan & Mitchell, and as an internal auditor with Gray International Corporation. He is also a member of the D.C. Institute of CPAs and is a Board Member of Bethesda Cares. Their mission is to prevent, ease and end homelessness in the community. In his spare time John enjoys spending quality time with his wife, Noelle, and their three children.
John holds both Certified Investment Management Analyst (CIMA™) and Certified Private Wealth Advisor (CPWA™).
*Barron's “Top 1,200 Financial Advisors,” March 8, 2019. Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. Factors included in the rankings: asset under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment picking abilities. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron's is not affiliated with Raymond James.
Investments & Wealth InstituteTM (The institute) is the owner of the certification marks "CIMA and "Certified Investment Management Analyst." Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for investment management professionals.
"Investments & Wealth InstituteTM (The institute) is the owner of the certification marks "CPWA® " and "Certified Private Wealth Advisor® " Use of CPWA® or Certified Private Wealth Advisor® signifies that the user has successfully completed the IMCA's initial and ongoing credentialing requirements for investment management professionals.