Meet John
As a Wealth Advisor, John puts a tremendous amount of experience to work each day for his clients. He is particularly knowledgeable about business structure formation, efficient tax planning strategies, retirement planning and savings, cash flow management, investment planning, risk management and insurance, and estate planning.
Growing up in a family with a long history of service to their country, John was determined to keep that tradition alive. After high school, he joined the U.S. Army, became a paratrooper with the 82nd Airborne Division, and went on to become a Green Beret in the Army Special Forces. In 2014, John earned a bachelor’s degree in political science and international relations from Columbia University. He worked for a few years at Oliver Wyman (a management consulting firm) and then started his own consulting practice, growing it into a successful company.
In 2024, John earned a master’s degree in financial planning and financial psychology from Creighton University and joined Trillium Wealth in 2025 to help clients realize their financial goals and improve their financial well-being. He has also been recognized as a Certified Financial Behavioral Specialist®.
John lives in Westchester County, New York with his wife and young son. Outside of work, John enjoys hiking, reading history, and spending quality time with his family. John is also an avid diver and sailor and holds multiple certifications—including technical and cave diving and offshore sailing.
