“It’s never too late to start planning for your future.”
John grew up with an entrepreneurial spirit and wanted to help individuals. He always loved to meet new people and hear their stories. “People generally have a lot they want in life,” John says, “but they have careers and other obligations that often take priority. As a financial advisor, I’m in a unique position to help clients better define their goals and problem-solve ways to help them get the most out of life.”
During his time at McAdam, and with the help of veteran advisors, John has gained experience in what he calls the Six Certified Areas of Financial Planning: current snapshot, risk management, wealth accumulation, tax planning, retirement planning and estate planning.
John has lived in Philadelphia for the past four years. His father, Michael, is president of PMA Management Corp., and his mother, Grace, serves as prosecutor for Camden County, New Jersey. He has two younger sisters, Julia and Jessica. When out of the office, John spends time with his family and friends and enjoys outdoor activities. He also loves stand-up comedy, so try to make him laugh!