There are two words John will never mention: “cookie cutter.” He takes great pains to view every one of his clients as what they are – different people with unique financial planning needs. So, John always begins by understanding them as people. Only then does he begin to develop the financial planning solutions tailored to their individual pictures of success. And, at Brentwood Bank, we wouldn’t have it any other way.
“If something is worth doing, then do it right.” This mantra was instilled in John by his father and has been the driving force behind his success—not only in banking, but in life.
It propelled him to pursue dual degrees in Accounting and Business Administration at Thiel College, to pass the grueling Series 7 General Securities Representative Test and to excel as a Financial Advisor at Brentwood Bank.
John takes a deep and personal interest in his clients, helping each one create a financial plan that allows them to achieve their financial goals. The path is not always a straight one. Sometimes adjustments need to be made, but John is up for the task. One example? He helped a client find the financial means to ease into semi-retirement so he could spend more time with his wife, who was battling cancer.
John relishes his role at the bank. But he is equally passionate about his role as a son, brother, husband, father, grandfather, uncle, cousin and friend. You might find him relaxing at a sporting event, teeing off on a local golf course or scoring the winning run for his softball team, which is comprised of his wife, two sons and some of his best friends.
John is the ultimate team player. One you’d be lucky to have on your side in any situation.
Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |