John has been a licensed CPA since 1992 and has been a Registered Investment Advisor since 1993, holding many licenses for Investments and Insurance. He founded the firm based on the belief of family, and he and his staff have always treated his clients as though they were a part of his family.
John works with his clients in a "hands on" approach, providing guidance and knowledge to his clients for both personal and business needs.
John is very active in his community of Centreville, MD, belonging to the Goodwill Fire Department, Inc., many advisory boards for the Town, and active in many areas of his Church, Our Mother of Sorrows/ St.Peter's, and the Knights of Columbus.
A lifelong native of Maryland, John and his family have been residents of Centreville for over 7 years. He and his wife, Kathy, have been married for over 37 years.
John holds Series 6,7,24,27,53,63, and 65 licenses as well as insurance licenses in Maryland and nearby states.