After graduating from the State University at New York at Fredonia in 1997, John began his career at American Express Financial Advisors, which eventually became Ameriprise Financial. John holds a BS in business administration and holds the Chartered Financial Consultant® (ChFC®) designation.
In 2018, John, along with his partners, founded Endeavor Wealth Advisory Group in order to provide a truly independent and comprehensive approach to financial planning. Endeavor Wealth Advisory Group believes that, in order to provide world-class service and guidance to their clients, an investment professional must be free of the influences present at many of the traditional Wall Street firms. John is proud to be associated as an Investment Adviser Representative (IAR) with Commonwealth Financial Network®, an independent Registered Investment Adviser–broker/dealer.
John holds FINRA Series 7 and 63 securities registrations through Commonwealth Financial Network. He holds numerous state insurance and securities licenses as well as being certified in New York state long-term care insurance.
John helps his clients achieve their goals for today, tomorrow, and well into the future. It all starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. John’s areas of focus are retirement income strategies, investments, wealth preservation strategies, retirement plan distribution, and estate planning strategies.
John lives in Perinton, New York, with his wife, Kari, and their two children, Aiden and Avery. They also have a Labrador retriever named Tugger. When not in the office, John can be found planting trees, building bridges, or developing trails on his property as well as at his cabin in the Tug Hill region. As an avid outdoorsman, spending time with family and friends and enjoying what nature has to offer are key parts of John’s work/life balance. John and his family enjoy hiking, riding ATVs and snowmobiles together while exploring the area, and just being together.
Early in John's career, he embraced the importance of giving back to his community and has been a Zoning Board of Appeals member for the Town of Perinton for more than 15 years. John was also a member of the town’s latest Comprehensive Plan Update Committee, in which he served to help map out the future of the town of Perinton.