- Registered as an Investment Advisor Representative
- FINRA Series 6 (Investment Co/Variable Contracts)
- FINRA Series 63 (Uniform Securities Agent State Law)
- FINRA Series 65 (Uniform Investor Advisor Law)
- Insurance licensed in various states.
John applies a thoughtful and holistic approach to his financial consulting which includes principles that are grounded by his own personal commitment and ideals. This continues to define his connection with his clients, the community, and his family.
John served his country in the US Army Reserve from 1964-1970 and served on boards of multiple agencies that focused on improving the lives and conditions of individuals. His leadership skills were developed through jobs in various industries, including automobile, construction and sales. Sequentially, John aims to preserve and grow what individuals and families have worked hard for to achieve.
He also enjoyed an expanding and rewarding role as Deacon serving the parish of St. Paul, in Glastonbury, CT and currently serves at St. John Fisher Church in Marlborough, CT. In his role as Deacon, he quickly established himself as an inspirational speaker that truly connects with each individual’s struggles and successes. John’s guidance is a significant resource for these individuals and their families.
John acknowledges the value of solid client service and importance of establishing trusting relationships. He is fitted to provide product and investment advice aimed to create a suitable financial plan for his
clients. John joined Gateway Financial Partners in 2003 and is a valued member of the qualified advisor team. John provides client education, opportunities and individualized client service. Serving others is the defining nature of who John is, and helping them prepare for the future is a valuable role John provides.
John lives in Glastonbury with his wife Pat. They have two full grown children who have blessed them with three grandchildren. John continues to grow his financial services business, provide outreach as a
deacon, and enjoy a creative outlet of photography. Check the background of this investment professional on FINRA BrokerCheck.