John started his financial services career with Walsh & Nicholson Financial Group in 2014 and currently serves as a Financial Advisor and Investment Operations Specialist with the firm. After completing his B.S.B.A. in Finance from Bloomsburg University, John proceeded to attain his Series 7/66 as well as licensing for Life, Health & Accident insurance. Over the years, he has gained a holistic perspective of the wealth management industry in areas including analytics, business operations, and technology integration.
Since John entered the business, he has demonstrated the ability and desire to understand the unique needs of his clients. As a dedicated fiduciary, he seeks to help individuals, families, and business owners balance daily financial needs with long-term life goals.
John has satisfied the rigorous education and experience requirements set forth by the CFP Board’s standard of excellence to be recognized as a CERTIFIED FINANCIAL PLANNER™(CFP®). He has also earned the Chartered Financial Consultant (ChFC®) designation by The American College. Through his affiliation with these accredited organizations, John has made an ethical commitment to placing the needs of his clients above all else.
John lives in Lansdale, PA with his wife, Kaitlyn, and their daughter, Mia.