“My mission is to provide comprehensive wealth management services and personal financial
planning solutions to achieve your objectives and exceed your expectations."
"Over the past 15 years here at Citadel, I have focused on educating my clients in regards to retirement income planning and wealth transfer strategies. I pride myself on working with clients, developing customized financial plans to try to ensure they are
making the best decision(s) for their financial future. Primarily working with pre-retirees and retirees, I concentrate my efforts towards assisting clients with producing a sustainable stream of income, through time, which keeps up with their cost of living
in an effort to preserve their dignity and independence in retirement."
John establishes meaningful relationships with his clients by continually putting their best interests first. John works closely with his clients to ensure their financial plan is tailored to their specific risk tolerance, time horizon and goals. A graduate
of Widener University with a Bachelor’s Degree in Business Administration, John designs strategies that assist with wealth accumulation during their working years. He also assists with wealth distribution (legacy planning) with client heirs, in efforts to
help his clients pass assets to their loved ones in the most tax-efficient and legal manner.
John works out of the Citadel Wealth Management Center in West Chester.
Securities Licensed in the following states: PA, NJ, DE, DC, CA, GA, HI, FL, MA, MD, MN, NC, NY, OH, SC, VA, AK, MI and TN.
Series 7 General Securities Representative
Series 63 Uniform State Law
Series 66 Uniform Combined State Law