,CFP®, ChFC®, CLU®
John serves as a Regional Director on the Advisory Leadership Team, based in the Wayne, PA office. John works closely with local office leaders to help drive growth, support advisory teams in expanding their business and professional development, and to strengthen Modera’s presence in the community. Additionally, he assists the Advisory and Wealth Management Leadership Teams in coordinating and implementing firm-wide projects.
John is a results-driven financial services executive with experience in financial planning, wealth management, advisor development, and business growth. Most recently, John served as Director of the Employee Advisor Group at Lincoln Investment, where he focused on increasing advisor productivity and recruiting top talent. Previously, at CFP Board, he led the development of the CFP® Certification Examination and educational standards. Earlier roles include Vice President and Regional Planning Consultant at Fidelity Investments, Wealth Management Director at TIAA, and Field Vice President and Branch Manager at Ameriprise Financial, where he drove financial planning initiatives and led advisor teams.
John began his career as a Captain in the U.S. Air Force. He earned an MBA from Northeastern University and a Bachelor of Science in Electrical Engineering from the University of Miami. A CERTIFIED FINANCIAL PLANNER® professional since 2001, he brings deep industry knowledge, strategic leadership, and a longstanding commitment to helping individuals achieve their financial goals.
Outside of work, John enjoys traveling and spending time at the Jersey Shore with his wife, Paige, their three adult children, and their three dogs.
What do you value most in your client relationships?
In my opinion, trust is the foundation of every successful client relationship.
What sparked your interest in financial planning? What fuels you every day in your work?
Many years ago, a professor told me, “If you’re good with money and you’re good with people, you should consider a career in financial planning.” That advice stayed with me.
What continues to fuel my passion for this profession is hearing from clients years later that the recommendations we made together had a meaningful, lasting impact on their lives.
How do you do good in your community?
Over the years, my family and I have worked with a local pet rescue and fostered over 100 dogs.
When you retire you’re going to…?
Continue to travel. In 2025, I accomplished my goal of visiting all fifty states.
CERTIFIED FINANCIAL PLANNER®
Chartered Financial Consultant (ChFC®)
Chartered Life Underwriter (CLU®)
University of Miami,
B.S.E.E., Bachelor of Science in Electrical Engineering
Northeastern University,
MBA, Business Administration
Member, Board of Directors, College For Financial Planning
