As a Senior Wealth Advisor at Monument Group Wealth Advisors, John supports clients in all facets of their financial lives as they navigate through various stages of life. He takes seriously his roles of educator and coach in helping clients understand the opportunities and tradeoffs available to them in making sound financial decisions for themselves, their families and stakeholders.

John has held numerous roles in financial services throughout his career including operations, quantitative research, portfolio analytics, trading and his all-time favorite, financial planning. Experiencing the financial industry from a number of vantage points brings context to conversations with clients that broaden their understanding of the financial world and how it impacts them.

He is a member of Boston Estate Planning Council and Financial Planning Association and has been a Board member of the Metrowest Health Foundation and Framingham United Soccer Club for years.

John graduated from Northeastern University in 2003 with a B.A. in Finance & Insurance and received his MBA from Boston University (BU) in 2012. He also completed the Certificate in Financial Planning program at BU in 2019 and continued on to become a CERTIFIED FINANACIAL PLANNER^TM  professional soon thereafter. Prior to joining Monument Group Wealth Advisors, John served as a Wealth Advisor at Abaris Financial Group after wrapping up his early career in institutional asset management at Putnam Investments.

John and his wife, Nicole, live in Framingham with their two teen children and senior citizen dog, Max.