John has over 30 years of Corporate Finance and Banking experience and twelve years of Financial Advisory experience. He began his career at State Street Bank in Boston and went on to various roles at Lehman Brothers and AmSouth / Regions Bank. John believes in assisting credit union members in working toward their financial goals through a holistic planning approach. That approach includes analysis and planning in the areas of Asset and Risk Management, as well as Retirement and Estate Planning.
John is active in leadership of the Rotary Club of Orange Park-Sunrise and Rotary District 6970. He has also served on the Board of Supervisors for The Crossings at Fleming Island CDD (Eagle Harbor) since being elected by the community in 2010. He is a Past Chairman of the Clay County Chamber of Commerce.
John holds a BA in History and Economics from Eastern Nazarene College, Quincy MA and a MBA from Boston College, Chestnut Hill MA. He is a Registered Representative and licensed insurance representative of LPL Financial and holds the CERTIFIED FINANCIAL PLANNER™ designation.