John is a Financial Advisor who works primarily with privately owned businesses and high net worth individuals, assisting them with retirement planning, estate planning and investment strategy. 

John’s varied background helps him provide comprehensive wealth management to his clients. He began his career in financial accounting for a Big Four international firm, ultimately receiving his CPA and helping a leading banking institution perform financial analysis and business integration. He has spent the last 12 years as a Financial Advisor, earning both the CFP® and CIMA® designations.

John graduated from Bryant University, and then received his MBA from The University of Rhode Island. He also completed the prestigious Investment Analyst program at the Wharton School of Business.

For the past three years, John has been recognized as one of the Rhode Island’s Five Star Wealth Managers, a distinction earned by only 3% of all financial advisors.  This honor is based on client evaluations in nine areas of professional achievement, including overall client satisfaction.

John lives in Southern Massachusetts with his wife and three children. He serves on the Boards of the RI Society of CPAs, Slater Mill, the WPI Venture Forum and Uxbridge Youth Soccer. He enjoys traveling, cycling and coaching youth sports.



Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S.,which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst

Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives to gather wealth manager nominations. Self nominations are not accepted. Award candidates are then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional determines the final list of Five Star Wealth Managers,  representing no more than 7% of the wealth managers in the metropolitan area.

•    Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
•    The Five Star award is not indicative of the wealth manager's future performance.
•    Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets.
•    The inclusion of a wealth manager on the list should not be construed as an endorsement of the wealth manager by Five Star Professional.
•    Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
•    For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com.