Teaming has many benefits to an organization. When an organization considers implementing or expanding their team strategy they are seeking to create a … Read more
John is a Certified Financial Planner™ whose success in building and implementing change in financial firms spans for decades. John has been brought into organizations that require an overhaul when change is inevitable and all else has failed. He is the recipient of many industry awards and honors, and is active in several industry associations, including the Impact Committee for the AALU, the board of trustees of the GAMA Foundation for Education and Research and President Elect for FPANJ. His success with financial firms has spanned for decades. His development of financial professionals, specialists and management is based on his broad knowledge of the industry and client needs. By developing financial teams, his organizations have the competitive edge to excel in the industry. John's knowledge of the industry is highly regarded and he has been mentioned in several media channels, including USA Today and Forbes.